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Private Wealth Newsletter - Three Reasons to Revisit Your Estate Plan in 2020

The current estate planning environment, with low interest rates and high estate, gift, and generation-skipping transfer tax exemptions, provides excellent planning opportunities for wealth transfer tax savings. ...more

IRS Labels Syndicated Conservation Easements as “Listed Transactions,” Adds Disclosure Requirements

In a notice issued December 23, 2016, the IRS named certain syndicated conservation easements as “listed transactions,” a category of transactions which the IRS believes carry a strong potential for abusive tax avoidance....more

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