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Many clients who had taxable estates in 2017 (more than $11 million for a married couple) or even 2009 (more than $7 million for a married couple) now no longer have taxable estates, thanks to the Tax Cuts and Jobs Act of 2017 (the “Act”). What does that mean for you and what action do you need to take?
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On Friday, January 18, 2019, the Treasury Department issued final rules under IRC Section 199A. As part of this regulation package, Treasury also provided much-needed relief and clarity for rental real estate activities. This development creates some hope that similar rules may be in store for Opportunity Zone Funds. Background IRS Section 199A is a… Read more
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