As we move into the end of the calendar year, it’s time to review the opportunities and strategies available to us at year-end and into the new year.
Here is the 2021-2022 Tax Planning Guide. It provides an overview of the most significant tax law changes and key provisions that may apply to your situation.
"Uncertainty" is the watchword for 2021 tax planning
While much is in flux, the information in the guide is helpful. As our tax partner Steve Wagner said, “The pandemic, the political landscape, the economy - all play a role in the tax planning conversations we’ll be having with our clients this year. Although filled with uncertainty, many opportunities are also present. Knowledge and a conversation with your tax professional is critical.”
