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Chatterton & Associates

Quarterly Economic Updates

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This special report reviews some of the broader tax laws along with a wide range of tax reduction strategies. As you read this report, please take note of each tax strategy that you think could be beneficial to you. Not all ideas are appropriate for all taxpayers. We always recommend that you address any tax strategy with your tax professional to consider how one strategy may affect another and calculate the income tax consequences (both state and federal). Remember, tax strategies and ideas that have worked in the recent past might not even be available under today’s new tax laws. Always attempt to understand all the details before making any decisions — it is always easier to avoid a problem than it is to solve one.

In this issue, you'll read about:

  • Understanding Marginal Tax Rates
  • 2021 Tax Filing Deadline Extended
  • Charitable Gifts and Donations
  • Proactive Tax Planning for 2022

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