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Author: Dana White

The Treasury’s updated “Green Book”, released in March 2023, helps explain the tax changes introduced in the Biden Administration’s 2024 budget while outlining new estate planning related changes. The budget contains numerous tax updates, including reinstating the top individual Read More

Many people often interchange the terms estate tax and inheritance tax and confuse the differences between the two. While both are taxes associated with a person’s death and fall under the category of “death taxes”, they are two separate and distinct types of taxes. The umbrella term Read More