Posts Tagged ‘Tax Planning Process’
Could Valuation Discounting be the Key to Maximizing the 2023 Estate and Gift Tax Exemption?
By: Larry Leaf, CPA, PFS, ABV At a glance Schedule a consultation with an Aprio Income and Estate Planning professional today. The full story: The estate tax exemption provisions laid out in the Tax Cuts and Jobs Act (TCJA) of 2017 have increased to nearly $13 million for 2023. While this is an exciting opportunity…
Read MoreTax Planning Process: Why It’s Not Just for the End of the Year
Follow these steps to ensure your business has a comprehensive tax planning process in place.
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