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.