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

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

Best Practices: 2024 Income Tax Planning

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