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2023 Planning Resource Center

2023 Planning Tips & Ideas to Inform Your Strategy

Is your business prepared for 2023? Janover has developed a number of resources that offer considerations and tips to help guide you through your yearly planning. Covering important initiatives to focus on before the end of the year, legislative and regulatory changes, updated rates and more, our tax reporting guide, articles and webinars will help you put your business in a better position.

2022-2023 Tax Guide

Download our tax reporting guide for valuable tax compliance information and guidance. This guide includes updated rates and limits, current reporting requirements, payroll adjustments and more.

Tax Planning Opportunities & Essentials Webinar

Watch our latest webinar for a discussion and overview of year-end tax planning ideas and opportunities. Janover Partners Michael Gershon and Barry Sunshine identify strategies and considerations to help you prepare while sharing often overlooked planning ideas and reviewing key aspects of the Inflation Reduction Act and other recent tax policy updates. 

Accounting Checklist

Is your business prepared for 2023? Janover Partner Chris Gagliardi shares 5 important accounting initiatives to focus on before the end of the year, including performing a year-end accounting close, analyzing your budgets and projections, planning your inventory and more. Prioritizing these items will put you in a better position to achieve your goals. Read our article to view our year-end accounting checklist.

Professional Services Planning Considerations

Whether you own or run a medical, legal, creative or other type of professional services firm, here are some planning considerations to minimize your tax liabilities as the end of the year approaches. Read our article for some ideas and tips on bonus planning, fixed asset purchases, expenses, charitable contributions and more that will help you further your savings efforts.

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