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Learn how Qualified Personal Residence Trusts (QPRTs) can help high-net-worth families reduce estate taxes and leverage increased tax exemptions.
Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
As 2023 draws to a close, individuals can take many steps now to manage their current tax liabilities.