May 23, 2023

Digesting Your 2022 Tax Return: What to Consider

Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.

Reviewing and understanding certain information in your current tax return can help you better plan for what comes next. In this interactive workshop, Chief Planning Officer Jeffery Levine will highlight the key items to keep in mind so you can continue to make smart tax-saving decisions all year.

You’ll find out:

  • The difference between your effective tax rate and marginal tax rate and why it matters.
  • How to identify key income amounts, including adjusted gross income (AGI), taxable income and provisional income, and why these calculations are important.
  • Why the Tax Cuts and Jobs Act may have impacted your tax return and may continue to do so through 2025.

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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