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Tax Planning Guides - 2024-01-26

Tax Planning Guide 2024

Individual taxpayers can breathe a sigh of relief that fewer major tax changes await them in 2024 than they saw in 2023. That’s not to say there aren’t any changes for 2024. While annual inflation adjustments aren’t as dramatic as in 2023, individuals will welcome the higher thresholds for tax brackets and the alternative minimum tax and increases in social security benefits, retirement plan contribution limits, HSA contributions, and other deductions and credits. On the business side, taxpayers need to be aware of new eFiling and reporting requirements, among other tax tweaks.

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Tax Planning Guides - 2023-02-10

Tax Planning Guide 2023

Even as the pandemic persisted, taxpayers were faced with the highest annual rate of inflation in four decades, pressuring both individuals and businesses trying to keep up with rising prices. On the bright side, inflation triggered significant increases on dollar limits for everything from Social Security payments to retirement plan contribution limits.

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Tax Planning Guides - 2022-02-21

Tax Planning Guide 2022

While the pandemic continued to dominate the tax scene in 2021, there were a few other noteworthy changes and strategies for both individuals and businesses that you should know about for your 2022 tax planning.

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Tax Planning Guides - 2021-07-02

Tax Planning Guide 2021

While the Pandemic dominated the tax scene in 2020, there were some other noteworthy changes for both individuals and businesses.

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Tax Planning Guides -2021-07-02

Summary of the Rescue Plan Act of 2021

The American Rescue Plan Act (ARPA), passed in March 2021, included several tax changes for individuals and businesses. The ARPA made some changes for the 2020 tax year. Here are the highlights.

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