2021 Tax Planning Checklist

2021 tax planning checklist

Contributed by: Christina Hester Snyder, Associate Partner and Wealth Advisor, Jacob William Advisory

While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income.

The CARES Act and other government measures have made this a unique tax year, and our 2021 Tax Planning Checklist can help you plan with confidence. Remember, tax planning, not simply tax preparation, is the way to optimize your financial picture.

Click here to download the checklist and get started!

Jacob William Advisory | 9515 Deereco Rd. | Ste. 201 | Timonium, MD | 21093 | 410.821.6724 | csnyder@jacobwilliam.com | www.jacobwilliam.com

Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor.

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