Considerations for Year-End Estate Planning and Business Transitions

As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, and it’s wise to do so sooner rather than later. In reviewing year-end estate planning or business transition plans, there are many worthwhile considerations, ranging from year-end gift giving to tax issues….By: Schwabe, Williamson & Wyatt PC
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