2022 Tax Planning

Careful Planning is Especially Important This Year

Tax Planning 2022 Image-01-1

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. 
Determining the right timing strategies in 2021 is especially challenging because changes that might be signed into law in the future could affect the income tax rate you pay on both ordinary income and investment income.

This guide covers topics highlighting: 

    • Tax Planning Basics
    • Investing
    • Real Estate
    • Business & Exec Comp
    • Family & Education
    • Charitable Giving
    • Retirement
    • Estate Planning

We hope you find this guide helpful in understanding recent tax-related legislation and determining which tax strategies will make the most sense for you and your business this year.