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3 estate planning topics to consider in the new year

  • January 7, 2019

Advisers should help clients review their lifetime gifting strategies and determine whether family limited partnerships that have been created in the past are still necessary. It's also important to review assets that have been contributed to grantor retained annuity trusts.

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TCJA provides new opportunities for planning

  • January 7, 2019

The Tax Cuts and Jobs Act has created new opportunities for CPAs to provide value to clients, writes Sid Kess, CPA. Among other things, advisers can offer guidance as clients decide which business structures to use, whether to relocate and how to maximize the tax benefits of charitable contributions.

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