The opportunity zone program offers a solution for deferring gains and allows investors to diversify into real estate or operating businesses.
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Tax Insider Articles
Helping a client benefit from an intentionally defective grantor trust
These trusts can be advantageous to wealthier clients, but their future use in estate planning is threatened by current legislative proposals.
Using donor-advised funds in 2021 (and beyond)
Donor-advised funds have increased in popularity because of recent legislative changes that affect charitable giving.