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These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
Created as part of the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone program created tax incentives for certain investments in lower income areas.
BrochureThe recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows.