Webinar Recording

2021 Year-End Tax Planning for Individuals

November 16, 2021

Webinar transcript

This webinar will highlight tax-saving steps individuals and families can take before year end. Individual taxpayers have the opportunity to take last minute actions to save taxes in 2021 or roll savings into 2022, when tax rates may be higher. Cherry Bekaert’s Tax team will also discuss strategies and ideas in anticipation of proposed tax law changes impacting family wealth and gifting.

Learning Objectives

  • Identify actions individuals can take before year end to save on taxes
  • Highlight recent developments in proposed tax legislation that impacts individuals
  • Consider options for transferring family wealth to the next generations