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.