How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The Republican-controlled Congress may require that a quarter of gifts to the wealthiest colleges be used for middle-class financial aid or they won't be tax deductible.
2016 was a wild ride for tax and estate planning practitioners. Here are some highlights of a busy year.
This gallery is adapted from David A. Handler's original compilation in the January 2017 issue of Trusts & Estates.
