Do your tax strategies need a refresh?

With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this year. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies. This is exactly what our Web Tax Planning Guide is designed to help you do.

2020-21 Tax Planning Guide for Individuals

As you look through the guide, please note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then contact us with any questions you may have about these or other tax matters.

At LBMC, our professionals are thoroughly familiar with the latest tax law developments and tax-reduction strategies and are eager to help you take full advantage of them. So please send a reply email or call us today at 615-377-4600 to schedule a time to talk about ways to lighten your tax burden and better achieve your financial objectives.

Tax Guide Contents:

  • Year-to-Date Review
  • Executive Compensation
  • Investing
  • Real Estate
  • Business Ownership
  • Charitable Giving
  • Family and Education
  • Retirement
  • Estate Planning
  • Tax Rates

LBMC tax tips are provided as an informational and educational service for clients and friends of the firm. The communication is high-level and should not be considered as legal or tax advice to take any specific action. Individuals should consult with their personal tax or legal advisors before making any tax or legal-related decisions. In addition, the information and data presented are based on sources believed to be reliable, but we do not guarantee their accuracy or completeness. The information is current as of the date indicated and is subject to change without notice.

Our Tax Team Leaders

Link to Justin 2020-21 Tax Planning Guide for Individuals

Justin Follis

Shareholder, Leader of LBMC Tax Services East TN Market

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phone icon email icon Knoxville
Link to Cindy 2020-21 Tax Planning Guide for Individuals

Cindy Harper

Shareholder, Practice Leader Wealth Advisors

phone icon email icon Nashville
phone icon email icon Nashville
Link to Art 2020-21 Tax Planning Guide for Individuals

Art Van Buren

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville