2024 Year End Tax Guide

2024 Year End Tax Guide

We put this list of year-end tax planning strategies that may be of interest. Please contact our office if you would like to discuss any of these strategies at (732) 556-4200 or email team@oujowealth.com.

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10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation

10/16/2023 Interim Update – from desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation

From the Desk of Jason Gordon, CPA/PFS, CFP®, MS Taxation
Interim Update
We just wanted to provide you with an update since last week’s attack on Israel by Hamas has
escalated into military conflict. You may be wondering how has the stock market reacted since? As of
this writing, the S&P 500 has actually increased about 1.5%. Your next question is probably “how
could this be?”

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