Market watch: What’s new for taxes as 2023 ends and 2024 begins

Adrian Alfonso, CPA | Featured in Barron’s Live | December 21, 2023

In this episode of Barron’s Live, MarketWatch Edition, Andrew Keshner discusses year-end tax planning with Adrian Alfonso, CPA, Principal in Tax at Kaufman Rossin. They cover strategies for individuals like capital loss harvesting, maximizing contributions, and charitable giving. The conversation extends to business considerations, including cash method changes and R&D expenses.

The discussion concludes with a look ahead to potential tax policy changes in 2024 and the challenges anticipated in 2025 due to the expiration of key provisions of the Tax Cuts and Jobs Act.

Listen to the webcast on Barron’s Live.

Adrian Alfonso, CPA, is a Tax Principal at Kaufman Rossin, one of the Top 100 CPA and advisory firms in the U.S.