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The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments

The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments The past 12 months have witnessed substantial changes in the estate, gift and generation-skipping transfer (GST) taxes...

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Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE...

Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) Roadmap Stay on top of the changes made to employee benefits due to the SECURE Act. This summary includes changes to the...

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