Year-End Tax Planning: Individuals

As we approach year end, now is the time for individuals, business owners, and family offices to review their 2021 and 2022 tax situations and identify opportunities for reducing, deferring, or accelerating tax obligations. Areas potentially impacted by proposed tax legislation still in play should be reviewed, as well as applicable opportunities and relief granted under legislation enacted during the past year.


The information contained within this guide is based on tax proposals as presented in the November 3, 2021 version of the Build Back Better Act. Our guidance is subject to change when final legislation is passed.

Feel free to reach out to us for set up a time to discuss the specifics related to your circumstances.

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