With a new administration in Washington, many clients worry about tax increases (particularly with gift, estate and income taxes). Your clients consume information from webinars, on websites and, of course, the ubiquitous Google. Consequently, they arrive at your conference room (or appear in your videoconference) believing they already know the strategy that’s best for them.
ARTICLE ACCESS REQUIRED
Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).
If you are interested in unlimited article access for one year, please select Annual Subscription below.