Year-end planning in 2021 is shaping up to be one of the most important turning points in decades. Exactly what will happen is unclear, however it may be so significant that starting to plan now will be the only way to navigate it. This session will provide ideas, tips, and tools to act before year-end to minimize your client’s tax liabilities.
Recognize the tax policy proposals relevant to individuals, estates, and trusts.
Analyze bracket management planning considering historically