Tax Income Reports

Tax Planning Guides

Plan. Execute.

2021 Year-End Tax Planning
For Individuals

Now it is the time for individuals, business owners, and family offices to review their 2021 and 2022 tax situations and identify opportunities for reducing, deferring, or accelerating tax obligations. Areas potentially impacted by proposed tax legislation still in play should be reviewed, as well as applicable opportunities and relief granted under legislation enacted during the past year.

The information contained within this guide is based on tax proposals as presented in the November 3, 2021, version of the Build Back Better Act. Our guidance is subject to change when final legislation is passed. Taxpayers should consult with us your trusted advisor when making tax and financial decisions regarding any of the items.