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.