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.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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