As 2024 quickly comes to a close, the new year will bring a change in the presidency, a new Congress, and potential changes to policies and laws that could impact individuals of all wealth levels. Going into the election,...more
11/27/2024
/ Corporate Transparency Act ,
Estate Planning ,
Estate Tax ,
FinCEN ,
Generation-Skipping Transfer ,
Gift Tax ,
Gift-Tax Exemption ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Tax Cuts and Jobs Act ,
Tax Planning