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Four financial planning opportunities to take advantage of in 2020.
- Source :
- Tax Adviser; Jun2020, p1-7, 7p
- Publication Year :
- 2020
-
Abstract
- The article focuses on financial planning strategies that tax professionals ought to contemplate for their high-net-worth individual tax clients. It mentions the U.S. Tax Cuts and Jobs Act (TCJA), doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemptions per person beginning January 1, 2018. It also mentions Anti-clawback regulations increased gift and estate tax exclusion amounts and spousal limited access trust (SLAT).
Details
- Language :
- English
- ISSN :
- 00399957
- Database :
- Complementary Index
- Journal :
- Tax Adviser
- Publication Type :
- Periodical
- Accession number :
- 143649103