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Insights

2022 year-end planning considerations

Recent updates to rules regarding tax, gift planning, and retirement make the end of the year an opportune time to review certain planning strategies. In this white paper, we provide an overview of some ideas to consider. Prior to January 1, 2023, we encourage you to speak with your First Manhattan team as well as your accountant and tax and estate attorneys if there are any strategies you would like to discuss further.

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