Biden Admiration Releases Tax Proposals
By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
On March 11th, 2024, the Biden Administration released tax proposals including those in the area of estate, gift, and generation-skipping transfer tax. These proposals would change laws every planner should be aware of.
Nationally renowned CPA, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, recorded a brief audio briefing on March 12th, 2024 for The Ultimate Estate Planner, Inc. Please take a moment to listen in and forward along this email to friends and colleagues that you feel may benefit from it.