Planning for the college years and more in this issue of BNN’s Family Wealth Matters

By Jean McDevitt Bullens February 19, 2020

We recently published our February Family Wealth Matters featuring articles on a variety of tax planning topics for high-net-worth individuals and families. Articles include:

• Planning for the College Years
• Planning to Implement a Significant Gifting Strategy before 2026? Final Regulations Provide Guidance but the Window of Opportunity Could End “Sooner Rather Than Later”
• Tax Laws Passed at the End of 2019 – Not All are 20/20

View the full issue!