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Tax and Wealth Transfer Planning in an Uncertain Time Thumbnail

Tax and Wealth Transfer Planning in an Uncertain Time

The upcoming election brings greater uncertainty over the future of income tax and wealth transfer tax systems. Baird experts Kelsey Clair, Tax Strategist and Gail Freeman, Sr. Estate Planner, discussed year end planning strategies that you may want to consider implementing regardless of any future tax law changes, as well as to understand how future tax law changes could impact planning in 2020.

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