New Capital Management

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2023 Key Numbers

In any year, planning is necessary to get the most from individual and business income tax laws, and to adapt your financial planning to changes in tax, retirement, investment, education, estate and other thresholds, exemptions, and limitations.

We hope that this FINRA-compliant Key Numbers manual will be useful to you this year for these needs.


Tax regulations are ever-changing and always complex. Each tax situation is unique, and we strongly encourage you to consult a professional for expert tax planning advice.  If you need assistance finding a tax or other professional, New Capital’s ProNet directory includes several qualified providers.  Please let us know if we can assist you


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