We have put together this very simple and straight-to-the-point report and summary of the pending tax legislation. This report goes over the key proposals that are most concerning to clients and their loved ones with a goal to push clients that have concerns about these potential changes to explore potential planning opportunities.
SPECIAL REPORT: PROPOSED TAX LAW CHANGES IMPACTING ESTATE TAX PLANNING
We have put together this very simple and straight-to-the-point report and summary of the pending tax legislation. This report goes over the key proposals that are most concerning to clients and their loved ones with a goal to push clients that have concerns about these potential changes to explore potential planning opportunities.