Deloitte Essential Tax and Wealth Planning Guides for Individuals Released

~ lsaret

Deloitte has made available its Essential Tax and Wealth Planning Guides.

Topics include the following:

  • Wealth transfer planning.
  • Tax policy.
  • Interest tracing.
  • Deductibility of losses.
  • Philanthropic planning.

See relevant sections as follows:

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

Published by lsaret

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