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Individuals, estate, trust and gift: Year-end updates

Dec 15, 2020

As 2020 comes to a close, we have our eye on some things that could impact individuals and estates. Join us to learn about what we are watching and how it might impact you.

What we’ll cover:

  • The Biden tax plan
  • 2020 legislation
  • Estate and gift planning


Geoffrey Harlow, CPA, MST, MBA
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