
Top Ten Articles of 2021
Thank you to our community of clients, partners, and interested readers. These were the posts you enjoyed the most this year.

As New Year Rings In, Congress Muting Most Proposed Hikes
Expected tax increases on richest Americans mostly toned down as Build Back Better Act slowly marches through halls of U.S. Capitol.

Federal Proposal Would Place Audit Target on High Earners’ Backs
If you earn $400,000 a year, beware—a tax proposal now before Congress would increase your risk of an IRS audit.

Potential Biden-Proposed Tax Changes Becoming Clearer
Consider proactive steps even though final tax policy is still uncertain.

Biden Budget Targets Companies, Wealthiest Americans
The Biden Administration’s 2022 budget proposes increasing the tax burden on corporations and individuals earning over $452,700 a year. Here’s a summary.

Three-Martini Business Lunch Can Be Fully Written Off
Congress’ last-minute pandemic-relief bill made tax changes everyone should know about.

Last-Minute Donations Can Help Others and Save You Money
New COVID-19 relief law allows an extra $300 donation to any charity to be deducted.

Tax Planning Considerations for 2020
Tax planning considerations for 2020 – a webinar

Planning Now for Possible Rate Changes Might Mean Big Savings
Planning ahead for possible changes in tax policy could positively impact your wealth management goals.

Managing Wealth Amidst Potential Tax Policy Changes
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.



