5 Tax Deductions You Need to Know - Adviser Investments

5 Tax Deductions You Need to Know

April 7, 2021

Episode Description
FEATURING Andrew Busa, Patrick Carlson and Diana Linn

With the delayed federal filing deadline of May 17, there’s an extra month of tax season—plenty of time to capitalize on recent developments from the American Rescue Plan, the CARES Act and others. Some members of our financial planning team are here to offer their advice and break down everything you should know, including:

  • Tax advantages for charitable contributions
  • The child tax credit and child/dependent care credit
  • How unemployment benefits are taxed
  • The nuances of home office deductions

Taxes are always a moving target as laws change—and this lively episode equips you with the knowledge you need to take advantage of all the latest breaks available to you. Click above to listen now!

And for additional information about contribution limits, tax brackets and more, please refer to our Key Financial & Tax Planning Data reference guide here.

Podcast released on April 7, 2021. This podcast is for informational purposes only. It is not intended as financial, legal, tax or insurance advice even though these topics may be discussed. Information and events addressed in this podcast, as well as the job titles, job functions and employment of the podcast’s participants with respect to Adviser Investments, LLC may have changed since this podcast was released. For more information on each individual featured in this podcast, see the Our People section of our website.

The Adviser You Can Talk To Podcast is a trademark of Adviser Investments, LLC.

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This is one of those weird years where 'married filing separately' may be a good deal, depending on circumstances.

Patrick Carlson

Vice President of Wealth Services

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