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BBB Crossover Special: Tax and planning strategies under the new law

Tax Section Odyssey

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Navigating Estate Planning Strategies Amid New Tax Legislation

This chapter delves into the intricacies of estate planning amid evolving tax laws, focusing on non-grantor trusts and strategic income tax planning. It underscores the need for tax professionals to pivot their approach towards income tax strategies, including Roth conversions and managing carryover basis for low basis properties.

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