Special report

Year-End Tax Planning for 2021

At the end of 2021, the United States is still recovering from the COVID-19 pandemic and tax professionals are dealing with the multiple changes in the tax rules designed to help the country cope with the resulting economic impact. These rules should be considered in year-end tax planning, along with other changes in the law and existing provisions that impact end-of-year planning.

To assist you in developing year-end tax planning strategies for your clients, Checkpoint’s tax experts have analyzed current tax rules to identify the unique opportunities and challenges facing taxpayers in the current year. This Special Report discusses the year-end issues faced by individuals, as well as businesses and business owners and provides sample checklists and client letters.

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