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.