Important estate planning moves before year-end
Estate planning is an important part of year-end planning as taxpayers seek to manage the distribution of assets as and meet any state tax requirements.
Tag: charitable gifting
Plan now as Congress considers SALT changes
Although not included in the initial proposal, Congress is considering making changes to the SALT deduction.
Gifting and estate plans can be priorities at year-end
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.