Trusts & Estates
2021 Tax Cheat Sheets for Clients and Prospects
With the coronavirus and the subsequent passage of legislation such as the CARES Act and The Taxpayer Certainty and Disaster Tax Relief Act, taxpayers and small business owners may wonder how these laws will affect the filing of their tax returns. Remind your clients and prospects of the value of your services by downloading and sharing the 2021 Tax Cheat Sheet and Tax Deduction Sheet for business owners.
Complete the form to get your free guide
Related Resources
Irrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.
Learn MoreTax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.
Learn MoreThe Tax Cuts and Jobs Act: Estate and GST Taxes Repealed; Retirement Accounts Remain Unaltered
On November 2, 2017, the Republicans in the House of Representatives released their version of the tax bill, The Tax Cuts and Jobs Act (the “GOP Act”). Find out what's inside the bill.
Learn More