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Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform
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This Issues and Insights discusses year-end tax planning strategies.  It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year. Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed. While

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Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
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Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk

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