2021-2022 Tax Planning Guide

Our 2021-22 Tax Planning Guide is now available. Although most of the provisions of the Tax Cuts and Jobs Act (TCJA) went into effect a few years ago, that 2017 law is still having a significant impact on planning for income and deductions. Our guide covers many topics, including tax planning basics, retirement and estate planning. If you have questions or if you would like additional information on any of the topics covered, please contact us.