Review Detail

Wow, today Bob hit a home run with his presentation. He covered all the bases nicely, and there was more new material than usual. Some of the "big picture" comments and observations were the most useful and practical of all. Items such as using installment sales, opportunity zones, charitable remainder trusts and the like in order to minimize taxes. Historical references to baby boomers having saved now for 70 years, and the estate tax possibly coming back into the mainstream soon are other examples.