TPN Tax Talks | Planned Giving and Other Estate Strategies

×

Expand

TPN Tax Talks February

Planned Giving and Other Estate Strategies

Clients always want to hear more ways they can reduce income tax liability, but few are taking advantage of planned giving and other estate reduction strategies. Even when wealth accumulation doesn't create a taxable estate, decendents may have unintended tax consequences that were not planned for. This tax talk to give preparers a quick guide of what to look for when a client could potentially from planned giving or estate planning.