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Tax Planning Workshop (Part 1): Helpful Information For Filing 2020 Income Taxes And Proactive Tax Planning For 2021

Tax planning is more complex, important, and deadline-driven than ever in 2021, due to the tax and financial tumult of the Covid19 crisis, and the stakes are raised by the past November election.

This workshop will review valuable information including:

  • 2020 Tax Brackets
  • State and Local Taxes (SALT)
  • 2020 Long-term Capital Gains Tax Rates
  • NEW Charitable Deduction
  • Retirement Plans
  • Overlooked Tax Items and Deductions
  • Proactive Tax Planning for 2021
    • 2021 Tax Brackets
    • 2021 Long-term Capital Gains Tax Rates
    • 2021 Retirement Contribution Plan Limits
    • Annual Exclusion Gifts
    • Above the Line Charitable Deduction Increase
    • Family Tax Bracket Management
    • Roth IRA Conversion Benefits
    • Qualified Charitable Distributions (QCD) 

SCRUB MX - Replay Channel
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