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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 2021 Bank of America Tax Rate Guide. This edition contains various federal income and transfer tax rates for 2020 and 2021.
  • Take a look at some compelling points why investors should start thinking strategically about capital gains and taxes.
  • 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.
  • 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.
  • A chart comparing President Joe Biden’s tax positions on Income, Estate, Social Security and Corporate to current tax law. Prepared by National Wealth Strategies, Chief Investment Office.​

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