November 30, 2021
11:00 am - 12:00 pm

Annual Tax Planning Webinar: Important Considerations for the 2021 Tax Year

Slide Deck

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The last 18 months have been marked by unprecedented uncertainty for the US and the world. As taxpayers continue to navigate the economic ups and downs of the pandemic ― from unemployment to PPP loans to advance child tax credit payments, they are also challenged with how to minimize their tax liability for the 2021 tax year.

Join GRF’s tax experts to learn best practices for improving your financial position, leveraging new tax rules, and taking advantage of tax credit opportunities. The session will cover tax strategies for individuals, families, and small businesses, including what you may expect as Biden-era tax reform becomes a reality.

As a primer for the webinar, read GRF’s 2021 Year End Tax Planning Guide for Individuals and 2021 Year End Tax Planning Guide for Businesses


  • Key individual tax planning tips to consider prior to December 31
    • Charitable gift deductions
    • Estate and gift taxes
    • Unemployment compensation
    • Remote work and working abroad
    • Student loan relief
    • Advance Child Tax Credit
    • Capital Gains/Losses
    • Retirement plans
    • Education Credits and Deductions
  • Tax treatment of PPP loans
  • Employee Retention Credit
  • Pass-Through Entity Tax Elections
  • Small businesses & the self-employed deductions
  • Evolving legislation around cryptocurrency


Troy Turner 2022

Troy Turner, CPA

Vice President and Partner, Tax

Read Bio

Additional Speakers

Stephen Boisvert, CPA, MST, CExPTM | Manager, Tax

Stephen Boisvert, CPA is a manager in the tax department at GRF CPAs. & Advisors. He joined the firm in 2008. As a manager, Mr. Boisvert reviews and supervises the preparation of individual, corporate, partnership, LLC, S-corporation and trust returns. He runs tax information technology within the firm’s for-profit department, ensuring that all programs are running properly and are kept up-to-date.


Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of how you should position your assets for the best tax advantage.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Taxes – Technical
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.