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Tax Planning In An Era of Change

Tax Alerts and Resources

The U.S. Capital building

Tax Alerts and Resources

  • The National Wealth Strategies team, part of the Chief Investment Office, is pleased to present the 2022 Bank of America Tax Rate Guide. This edition contains various federal income and transfer tax rates for 2021 and 2022.
  • The National Wealth Strategies team, part of the Chief Investment Office, is pleased to present the 2021 Year-End Tax Planning Guide. This summary addresses common year-end federal tax issues for high-net-worth individuals, but only at a general level. Your particular situation should only be evaluated by your tax advisor, who knows the details of your situation.
  • The tax information provided in this guide is a high-level summary of certain tax rules. The rules described below are highly complex and exceptions may apply. In using this guide, you should confirm with a tax advisor whether and how the rules noted below apply to your particular circumstances.

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