2022 Tax & Wealth Planning Guide

May 10, 2022

This nearly 60-page guide covers everything from key facts and figures to tips, tricks, and strategies to optimize your tax plan for this year. What’s inside:

  • Personal income tax rates, deadlines, deductions, and credits
  • Business taxes, rates, and deductions
  • Trust & estate taxes
  • Required Minimum Distributions (RMDs) and how to calculate
  • Health Savings Account (HSA) benefits and contributions
  • Social security benefits, how to apply, and legislation updates
  • Understanding Medicare
  • Long-term care planning considerations

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