Special report: Planning ideas a result of Build Back Better
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Special report: Planning ideas a result of Build Back Better

2 months ago · 2.1 MB Download

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CCH has graciously shared this tax briefing capturing a discussion with leading tax and financial planning professionals Sid Kess, Bob Keebler, Marty Shenkman, Julie Welch, and Lee Slavutin.

The final form and effective dates of the Build Back Better proposals are still to be determined. As a result, flexible planning and preparedness for clients is key. This special report provides an overview of the provisions impacting planning for high-net-worth individuals, trusts, and estates and the panel of experts offers planning

Download the Special report: Planning ideas a result of Build Back Better

File name: build-back-better.pdf

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