December 6, 2021 – In today's Lifetime Planning segment, we discuss the things to do now before year end when it comes to tax planning for 2021, including tax loss harvesting, making use of opportunity zones, charitable giving, ROTH conversions, and much, much more. We also explain what legislation is likely to pass in terms of SALT deductions, income tax rates, and other items currently in the works for individuals and couples to be aware of.
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