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January Private Client Update

The Private Client Group’s January Update explains that new gift and estate tax legislation is unlikely this year; inflation adjustments have increased the lifetime exemption and gift tax annual exclusions; and proposed regulations have been published in connection with new entity disclosure requirements under the Corporate Transparency Act.

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The American Taxpayer Relief Act of 2012: A (Mostly) Happy New Year for the Estate, Gift and GST Taxes

Practices: Private Client

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