It’s almost the holiday season. While your clients are likely thinking turkey and holiday shopping, it’s time for you to start thinking about their tax planning.
There were a handful of tax law changes and updates for tax year 2021, including the American Rescue Plan, that could impact tax planning.
Join Jamie Hopkins, Carson’s Managing Partner of Wealth Solutions, for an upcoming webinar, where he’ll go over those changes and updates, on December 9, at 1 p.m., Central. In this webinar, you’ll explore:
– The basics of creating an end-of-year tax plan and how to put your clients’ interests first
– Impacts of tax-law changes for 2021
– Itemized versus standard deductions
– Difference between tax prep and tax planning