Given the complexity of changes to the tax code in the United States, there is much to consider in determining the impact tax legislation will have on each of us.
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Tax Planning: Estate Documents
Understanding how the tax law affects estate planning
Tax Planning: Trusts
Understanding how the tax law affects trusts
Tax Planning: Family Businesses
Understanding how the tax law affects family businesses
This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. Strategies mentioned may not be suitable for all investors. Changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax and legal provisions of the issues presented herein, as Financial Advisors of Raymond James, we do not provide advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Please consult your financial advisor about your individual situation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
