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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA

CPA Trendlines Podcasts

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Navigating the 2026 Estate Tax Sunset: Client Strategies for 2025

This chapter explores the ramifications of the potential estate tax sunset in 2026, guiding financial advisors on how to prepare their wealthy clients for the anticipated changes in 2025. It emphasizes the necessity of making timely and informed decisions based on current regulations while navigating the uncertain nature of legislative processes.

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