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Tax Planning

2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning e-book can be a valuable resource to help you stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.


Services offered include:

  • Long/Short-Term Gains Tax Analysis
  • Tax Harvesting
  • Required Minimum Distributions
  • 10(b)5-1 Analysis 
  • Tax Exchange Fund
  • Deferred Sales Trust

      *LPL Financial Representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial