Tax planning and charitable giving go hand in hand. Sometimes, the issues are complex and require thoughtful analysis. Other times, you just need a straightforward answer or a helpful reference.

For those latter situations, we have a timely guide for tax season: our Pocket Tax Tables—a concise compilation of tax numbers for 2021 and 2022.

This useful and well-organized guide makes it easy to find important numbers, from income tax rates to qualified plan information to charitable deduction limits. Use this document as a handy reference during tax season and throughout the year.

Of course, be sure not to overlook the opportunity to add value for your clients and strengthen your relationships—download the PDF and email it to your clients, or print copies to hand out in meetings.

Access and download your free copy of our Pocket Tax Tables right from this blog post.

As always, we appreciate your interest in the IU Foundation. Please contact us if you would like more information about the ways charitable giving can enhance personal planning.