Personal tax planning in times of disruption

It’s been a period of continued and heightened disruption for owners of privately held companies. Geopolitical events, inflation, shifting interest rates – and a growing lack of clarity with respect to future tax legislation – are making tax planning increasingly difficult.

In this edition of Privately Speaking, we bring you highlights from the KPMG 2023 Personal Tax Planning Guide, prepared by the tax professionals from our Washington National Tax Office. Written with the private company leader in mind, this guide provides information and planning tips to help reduce the complexity of the ever-evolving U.S. Federal tax rules affecting individuals and their closely held businesses. 

Privately Speaking Series

Privately Speaking tackles the issues that privately-held entities, including private equity- and venture capital-backed companies, care about most. In each edition, we share insights, as well as practical, actionable tips to help boards and executive management grow, strengthen, and transition their privately-held businesses.

Whether your company is starting out and growing or strengthening and transitioning, this series promises to explore ways to help companies be successful at any stage of the business lifecycle.