Legal Matters Fall 2021

-Planning for high-net-worth families with possible tax law changes.
-IRS makes change to crypto reporting.
-Working in retirement: financial considerations.
-Bill would give donor-advised funds charity deadline.


https://5z75c3.a2cdn1.secureserver.net/wp-content/uploads/2022/01/legal-matters-LEMA-Fall-2021-EST-Shoffner.pdf

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