Tax Planning Pointers is a three-part series covering estate tax planning changes and developments in 2020.
What do you do when you're ready to make a sizable gift? In this episode, Jean and Jim are discussing some next steps for you to take advantage of the tax and estate planning techniques and strategies discussed in the other episodes in the series.
Tax Planning Pointers is a three-part series covering estate tax planning changes and developments in 2020.
What do you do when you're ready to make a sizable gift? In this episode, Jean and Jim are discussing some next steps for you to take advantage of the tax and estate planning techniques and strategies discussed in the other episodes in the series.