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Death of the Death Tax?

Scott Roberts, CPA, CLUDirector of Estate Planning With the election of Donald Trump as President, and his previous comments regarding…

4 min read
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Bye Bye Valuation Discounts

Scott Roberts, CPA, CLUDirector of Estate Planning On August 2, 2016, the IRS issued the long-anticipated proposed regulations for section…

3 min read
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Estate Tax Common Sense

Scott Roberts, CPA, CLUDirector of Estate Planning The Estate Tax is a tax on the transfer of assets to heirs…

3 min read

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