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taxes
Webinar: 2021 Tax Policy Insights for Estate Planning Professionals
Topics: advocacy, Business Tax, Estate planning, Estate tax, Tax, taxes, Wealth transfer
Will there be significant tax legislation in 2021? If so, how will the legislation affect the wealth transfer/estate planning market? Listen to Jeff Ricchetti for insights as to how the legislative winds are blowing at the end of Q1.
An Honest Look at Saving Taxes by Relocating from California or New York
Topics: Business Tax, Estate, Estate planning, Estate tax, legacy planning, Personal Tax, small Business, Tax Insights, taxes
Market Trend: Individuals and businesses in high tax jurisdictions have been expressing unprecedented interest in relocating to states with more manageable tax regimes. This is especially the case with business owners looking to sell their businesses. But whether this trend rises to the level of an “exodus”—as many characterize it—is up for debate. The impetus...