Year-End Tax Planning

2021 Year-End Tax Planning Guide for Individuals
We know this year has been challenging in so many ways—job loss, illness, hybrid schooling, and ongoing uncertainty. Adding taxes to the list, especially in a year with so much change, can feel burdensome and overwhelming. That’s where we come in. We hope this guide can help you sift through your year-end planning and make decisions that improve your financial wellbeing.
Included Topics
- Cryptocurrency Transactions
- Child Tax Credits
- Student Loan Repayment

2021 Year-End Tax Planning Guide for Businesses
2021 marked another tumultuous year; with hospitals still under stress from the COVID-19 pandemic and labor shortages ravaging entire industries, we know you’re facing complex, nuanced challenges as you prepare for 2022. Potential tax legislation looms in the distance, and we will be there with you as changes unfold and new strategies take form.
Included Topics
- International Tax Updates
- Pension Plans
- 100% Business Meal Deductions
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