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Perspectives

2021 Essential tax and wealth planning guide

Individual tax planning—what’s on the horizon?

Tax and wealth planning require individuals, family business owners, and family offices to keep up with the latest insights, issues, and strategies. In today’s environment, this agile planning is especially critical. The Deloitte 2021 Essential tax and wealth planning guide can help you manage your approach as COVID-19 and its economic impacts continue to unfold.

Navigating potential tax changes now

With multiple uncertainties at play, our latest wealth guide can help you prepare for the most likely policy and economic changes 2022 might bring. As you reexamine your overall tax goals and consider actions to take in the final quarter of 2021, this year’s Guide provides a perspective on key decision factors related to tax policy, family enterprises, philanthropy, and passthrough entity taxes.

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Inside Deloitte’s 2021 Essential tax and wealth planning guide

Explore individual sections for insights on how tax policy, family enterprises, philanthropy, and state passthrough entity taxes might impact your short- and long-term tax and wealth planning objectives.

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