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Year End Tax and Wealth Planning Review_LP

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With potential tax law changes, economic uncertainty, and year-end approaching, it can be overwhelming when you sit down to plan for the close of 2021 and for the future. To assist you through the pile of financial questions the end of every year brings, we created this thorough guide. In it, you will get:
  • Detailed advice and guidance on a multilayered approach to tackling your income taxes
  • Key questions to consider about estate planning and wealth transfer deadlines, charitable giving, alternative approaches to retirement planning and more
  • Helpful charts to help you visualize levels of taxable income, long-term capital gains, retirement plan contribution limits, and transfer tax rates