Insights Year-End Tax Planning in a Changing Tax Landscape

Stephen A. Baxley

Dec 01, 2021
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  • The House of Representatives has passed the Build Back Better Act (BBB), which contains several tax changes that target higher-income taxpayers to help pay for its wide-ranging measures. The Senate leadership plans to send its version of the bill back to the House before Christmas. 
  • Uncertainty over what tax changes will ultimately be enacted makes tax planning challenging in 2021. But meaningful tax planning is still possible. 
  • This Wealth Planning Insights focuses on the tax laws that are in effect for 2021 and provides income tax planning action steps and annual exclusion giving strategies to consider. 


Head of Tax and Financial Planning