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Build Back Better TAX PLANNING: 62.1% Tax Rate! End-of-Year Checklist
So much change, so little time. The last two years have changed us all—our families, our government, our finances. And now we have a new tax and spend bill that looks like it’s going to get through Congress. As 2021 nears the finish line, it’s time to take a critical look at your own planning. Has your tax situation undergone a tectonic shift? What steps can you do now to save taxes? Has there been a death, bankruptcy, marriage, birth, divorce, or retirement that requires an adjustment in your Living Trust or overall Estate Plan? What has become irrelevant, what needs rethinking, and how can you enter 2022 fully prepared for whatever comes next?

Nov 4, 2021 12:00 PM in Pacific Time (US and Canada)

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