Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting

Reprinted from Estate Planning Review – The Journal

November 20, 2018

A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range of topics: business tax planning, 199A, life insurance, deductions, education and disability planning, retirement planning, practice management and estate planning. This special report is from the recent Wolters Kluwer Advisory Board Meeting, which I co-chair, and includes planning thoughts of advisers from around the country.