By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
On July 8th, 2022 the IRS released Revenue Procedure 2022-32 which simplifies the method to make a late portability election. There are some key provisions that every planner should be aware of.
Nationally renowned CPA, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, recorded a brief audio briefing on July 8th, 2022 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.