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Steve Feldman, Joan Skrzyniarz, and Joe Owens discuss the income tax consequences of estate tax planning with discounts.
Tax Law Series: Estate Planning Tax Considerations for 2016
On-Demand Seminar (Posted 03/14/16) | Level: Basic/Intermediate
Estate planners: take advantage of the latest tax law developments in discount planning, basis reporting strategies, and intentionally defective grantor trusts. Know when to use joint trusts and plan for same-sex couples after Obergefell.
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