Steve Wittenberg

Preparing For A Tax Law's Expiration

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With estate tax exemptions set to fall to pre-2017 levels, taxpayers and their advisors have to make some decisions.

Helping Clients Navigate Income Tax Bracket Changes


Here are some best practices to help wealthy clients adjust to changes.

Best Practices: 2024 Income Tax Planning


Here are ways to help high-net-worth clients navigate the impact of the IRS' changes to income tax brackets.