Tax season is here, and with it are key changes and updates to note when creating your tax plan. While the pandemic dominated the tax landscape in 2020, other noteworthy changes occurred for both individuals and businesses.
Understanding how recent changes in the tax code could affect your investment, estate, retirement, and business strategies is critical to developing and implementing tax-saving strategies and preparing for a financially-secure future.
We have provided the attached guides to help as you prepare your plan. Tax planning has become increasingly complex, and each tax situation is unique. We urge you to contact us for further assistance.
Download the guide here.