Free Resource:
Tax Reference Guide

Your Tax Reference Guide contains nearly all the key items that affect your personal finances in an easy to follow 2-page guide.

-2021 Tax Rate Schedule
-Standard Deductions & Child Tax Credit
-Tax Rate on Long-Term Capital Gains and Qualified -Dividends
-Net Investment Income Brackets
-Exemption Amounts for Alternative Minimum Tax
-Retirement Plan Contribution Limits
-Deductibility of Long-Term Care Premiums on Qualified Policies
-Medicare Deductibles
-Medicare Premiums
-Uniform Lifetime Table
-And More!

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    Why It's Important Now

    Your Tax Reference Guide contains important updates for 2021, including Standard Deductions, Child Tax Credits and Retirement Plan Contributions.

    Don't Leave Money On the Table

    The more equipped you are with accurate information, the more confidence you will have with optimizing your financial opportunities.

    Taxes Can Be Complicated

    The Tax Reference Guide provides you with a simple 2-Page, easy to read format with virtually every key item that you need to know about.