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Planning for and electing portability of the unified credit
Unless there’s reasonable cause for not filing on time, even a payment of estimated estate taxes doesn’t negate the punishment
Change heralds a decrease in Maryland clients who will need estate tax planning
Should an estate pay federal estate tax on an account that didn’t hold the assets it purported to hold?
Estate tax payment doesn’t reduce amount owed
WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...
A guide to the tax aspects
Can two planning vehicles park in the same garage?
