Thanks so much for attending my presentations for the NelsonCorp Wealth Management November event!
Further Reading Materials:
- Rules For Calculating Required Minimum Distributions (RMDs) During Life
- Proposed Regulations Refine Definitions For Specified Service Businesses Eligible For QBI Deduction
- Timing Tax Savings With Deduction Lumping And Charitable Clumping
- Why The Net Unrealized Appreciation (NUA) Rules Aren’t Always A Great Deal