2021 Year-End Tax Planning Guide

The end of the year presents a unique opportunity to make sensible financial moves that can help save money on your federal and state income taxes. What’s more, the plethora of tax bills that have become law in recent years—including the Coronavirus Aid, Relief, and Economic Security (CARES) Act and the Setting Every Community Up for Retirement Enhancement (SECURE) Act—make tax planning even more important this year.

Now is a good time to start working with your tax professional to plan year-end tax moves and formulate a tax plan for the entire year. We urge you to obtain professional advice before acting on any of the suggestions provided in this guide.

Strategies for Individual Taxpayers

• Tax brackets and rates
• Timing strategies
• AMT Rates
• Retirement Planning
• Your Investments
• How much can you contribute
• Capital Gain/Dividend Rates
• Year-end reminders

Opportunities for Business Owners

• Review Earnings and Taxes
• Tax Rates
• Timing strategies
• Asset purchases
• S Corp Strategies

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