November 30, 2019

Dan Goldie Client Letter: December 2020

In this month's client letter, Dan addresses the Biden administration's proposed income and estate tax policy changes and offers possible strategies to mitigate them, so you are not scrambling later if new laws are enacted.



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The opinions expressed by individual advisors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2020, Buckingham Strategic Wealth®


Category

Tax Strategies