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Celebrating

our 10th year
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Day: February 1, 2022

What’s Happening with the U.S. Estate and Gift Tax?

Proposals Galore in Congress in Fall 2021 The U.S. Congress was very busy throughout the Fall of 2021, and it was very challenging for advisors and their clients to keep up with a number of proposals dealing with trusts, how they are taxed, and their rates of tax, other estate

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