Estate planning deconstructed

  • How to manage wealth after death in light of President Trump’s proposed reforms.
  • Juicy deductions that come with owning a car and a smart portfolio trick to consider during this year’s monster bull market.
  • Last-minute tax strategies before Dec. 31.
  • Overview of prevalent tax scams.
  • Highlights from tax bloggers.
  • Improved client service and collaboration via technology.
  • Clients expectations from tax professionals and partners.
  • What advisers need to know about employing caregivers due to legislative and regulatory changes, according to experts.

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Tax Strategy Scan

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