Key Numbers 2023
|
|
| Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and more. |
|
| More Details |
| 2023 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates) Tax rates for all filing statuses. |
|
| More Details |
| 2022 Federal Income Tax Rate Schedules (Individuals, Trusts, and Estates) Tax rates for all filing statuses. |
|
| More Details |
| Business Planning Earnings subject to FICA taxes, Section 179 expensing, standard mileage rate, and more. |
|
| Moe Details |
| Education Planning Coverdell education savings account limits, education loan interest deduction limits, American Opportunity and Lifetime Learning Credits, and more. |
|
| More Details |
| Protection Planning Eligible long-term care premium deduction limits, Archer Medical Savings Accounts, and Health Savings Accounts (HSAs). |
|
| More Details |
| Estate Planning Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more. |
|
| More Details |
| Government Benefits Social Security, Medicare, and Medicaid. |
|
| More Details |
| Retirement Planning Elective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more. |
|
| More Details |
| Investment Planning Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income. |
|
| More Details |
| Advisory Services Offered Through PCA Investment Advisory Services, Inc. Securities Offered Through L.M Kohn & Company 10151 Carver Road, Ste. 100., Cincinnati, OH 45242 Member FINRA/SIPC And a Registered Broker-Dealer not affiliated with PCA Investment Advisory Services, Inc. |
| Prepared by Broadridge Advisor Solutions Copyright 2022. |