Learn more about topics such as

  • Tax Law and Year-End Tax Planning
    • Possible changes to net investment income tax for S-Corps
    • Qualified Small Business Stock exemption reduction
    • Potential limited use of active pass-through business losses
  • Simple tax planning tactics to consider now for current year tax savings including
  • More advanced tax planning strategies that high net worth families and business owners should consider including:
    • Qualified plans
    • Qualified Opportunity Zones
    • Qualified Small Business Stock exclusions
    • Overall business entity structure review

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