December 7, 2021

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

Slide Deck

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Troy Turner, CPA

Vice President, Partner and Director, Tax



Stephen Boisvert, CPA, MST, CExPTM

Manager, Tax