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    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.

    A PDF copy of the article can be found here.

    Related posts:

    1. 43rd Annual Notre Dame Tax and Estate Planning Institute Day 1 Notes
    2. House Estate Tax Proposal Requires Immediate Action
    3. The New World of Estate Planning
    4. New Jersey Estate Tax to be Repealed

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