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Interesting but very technical topic related to tax and estate planning. Good overview although perhaps better understood by CPAs and tax attorneys than the average investment adviser. Most important takeaway was that clients who are affected by this new regulation should be made aware of it ASAP. Other professionals may not be completely aware of the changes and the adviser must be. Also illustrates the overreach of government regulators in the current political environment.
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good info. Just need to find clients that this applies too.
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