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In these first months of the year, it’s essential to proactively consider tax planning strategies.

Following are 12 key strategies to consider:

1.Tax brackets, tax rates and standard deductions

2. Itemized deductions

3. Capital gains and qualified dividends

4. Health savings accounts

5. Gifting and estates

6. Education incentives and accounts

7. Child tax credits and alimony

8. Business income and QBI

9. Retirement plan rules

10. Estate planning and annual exclusion gifting

11. Social Security

12. Medicare