2021 Tax Planning Continuing Professional Education
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Could have been clearer on WHO will be impacted by the changes. For example, much of the discussion around CRTs are (probably, if I understood correctly) only applicable for people that have estates over (after a reduction) $3.5Million. An asset level above those of most clients, and for those near that level (say at around $4million), the better strategy would be to aggressively make donations under the annual limit (i.e. non-reported)
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7.0 |
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Too much covered in too little time
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Very relevant data to today's financial challenges
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9.0 |
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Great
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