2022 Mid-Year Individual Tax Planning Guide

It’s never too early to explore ways to reduce your clients individual federal and state taxes, especially with tax-friendly Covid-19 congressional provisions changing or expiring.

Our 2022 Mid-Year Individual Tax Planning Guide helps you get a head start with insight on topics such as:

• Adjusting paycheck withholding to avoid estimated tax obligation
• Tax rates and brackets
• Standard deduction
• Deferring income and accelerating deductions
• Energy tax credits
• Investment planning
• Family and education tax credits
• Retirement planning
• Planning for small business owners and the self-employed

Download your complimentary guide and discover the opportunities to help your clients plan.