As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your 2022 and 2023 tax returns. But what tax strategies are worth the effort? And how do you know what questions to ask your tax preparer?
Watch below as JMA talks with Mark P. Spencer, CPA, about tax strategies for the new year and advice on how to have more productive and meaningful conversations with your CPA.