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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.

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