2021 Individual Tax Planning Guide

New tax laws and a steady progression back to a more recognizable way of life points to the need to focus on tax planning. There’s still time to make meaningful adjustments for the remainder of 2021.

The 2021 Mid-Year Individual Tax Planning Guide will help you prepare for developments with insights addressing:

• Adjusted gross income
• Tax rates and brackets
• Standard deduction
• Income, deductions, and credits
• Deferring or accelerating the receipt of income into 2021
• Energy tax credits
• Investment planning
• Family and education tax credits
• Retirement planning
• Planning for small business owners and the self-employed

Download a complimentary copy and gain a deeper understanding of the opportunities to help your clients plan.