The Top 10 Tax Planning Ideas for 2021
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The Top 10 Tax Planning Ideas for 2021

10 months ago · 957.9 KB Download



The top 10 tax planning ideas presented are:

  • Engage in tax bracket management,

  • Reduce exposure to the 3.8% Net Investment Income Tax and Internal Revenue Code Section 199A Limits,

  • Consider income shifting,

  • Perform Roth IRA Conversions – The chart also gives reasons to consider doing a Roth Conversion now

  • Consider creating a Charitable Remainder Trust,

  • Maximize contributions to retirement plans,

  • Consider an Internal Revenue Code Section 453 deferred installment sale,

  • Utilize tax-efficient investing,

  • Consider creating a Charitable Lead Trust, and

Download the The Top 10 Tax Planning Ideas for 2021

File name: ye-planning-infographic.pdf

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