February

Additional Resources

Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low end of the historic spectrum. How can you prepare and act if you anticipate a higher tax regime? How can an investor prepare and evaluate their options in an uncertain future?

As you prepare to file your taxes this year, we will use this page to consolidate helpful information for clients of Pearl Planning.

Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for your tax return. Don’t hesitate to reach out or ask your CPA or tax preparer to contact us with questions or for assistance.

Melissa Joy of Pearl Planning shares how to find our resources for filing your 2020 taxes and what to do if you anticipate taxes are going higher.