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picture1_Planning Spreadsheet 32299 | Year End Planning Webinar For Downloading


 131x       Filetype PPTX       File size 0.50 MB       Source: www3.wilmingtontrust.com


File: Planning Spreadsheet 32299 | Year End Planning Webinar For Downloading
Potential Federal Tax Law Changes The House Ways and Means Committee has proposed federal legislation that may significantly impact individuals and families in several key areas: Ordinary income tax &bull ...

icon picture PPTX Filetype Power Point PPTX | Posted on 09 Aug 2022 | 2 years ago
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...Potential federal tax law changes the house ways and means committee has proposed legislation that may significantly impact individuals families in several key areas ordinary income increase highest marginal rate from to effective date january capital gains long term september estate planning reduce gift exemptions million per person indexed severely eliminating effectiveness use of grantor status newly created trusts tbd m t bank corporation its subsidiaries all rights reserved please see disclosures for important information routine year end offsetting annual exclusion plan mitigation gifting review conventional wisdom minimize by deferring maximize deductions contribute advantaged accounts k s iras double advantage reduces current taxable deferred growth hsas triple free distributions qualified medical expenses loss harvesting realization losses offset considerations avoid wash sale rule repurchase days before or after selling generating security purchase a similar but not substanti...

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