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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.

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