Tax Planning Guide

To help you make the most of the tax-saving opportunities available to you, we’re pleased to offer our up-to-date tax planning guide. It offers a wide variety of strategies for minimizing your taxes.

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The more you know about tax law changes and possible tax-reduction strategies, the easier it will be to determine which tax strategies will make sense for you this year, such as the best way to time income and expenses; we invite you to look through our guide and see which strategies might benefit you.

Our Tax Planning Guide answers frequently asked tax questions for individuals, businesses, not-for-profit organizations, and more. If you have questions about the CARES Act, the Consolidated Appropriations Act, the ARPA, tax changes under the TCJA, need a list of updating tax due dates, or have other questions, please refer to our guide HERE.

Our Estate Planning Guide helps you plan to ensure that your assets are distributed according to your wishes and your loved ones are provided for. From estate planning basics to charitable giving, life insurance, community property, and more, we have many helpful resources in our Estate Planning Guide HERE.