2021 Year End Tax Planning

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As the end of the year approaches, it’s time to start planning ahead. Now is a good time to begin pulling out last year’s tax return, along with your current pay stubs and account statements.

Doing a few quick projections will help you estimate your present tax position and identify any glaring issues you might need to address while there’s still time. 

Here are some important and helpful items for your reference:

We will be happy to speak with your tax advisor or send you any year-to-date statements you may need. If you don’t already have a tax advisor, we can recommend one to you.

We look forward to answering any questions you may have.


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