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Raj Malviya and Laura Jeltema talk to Nick Papasifakis about strategies to reduce estate, transfer, and income taxes.
Tax Law Series: Implement Flexibility with Established Estate Planning Tools
On-Demand Seminar (Posted 06/15/20) | Level: Intermediate
With the passage of the SECURE Act, and other dramatic changes in tax laws, the future of estate, gift, and other transfer taxes is unknown. Build flexibility into your clients' estate and tax plans, and take advantage of available planning tools.
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