TAG Tax

Portability... As Good as It Sounds?

Contact: Berger Singerman (Florida, USA)

Now that the dust has settled on the American Taxpayer Relief Act of 2012 (the “Act”) estate planners and tax professionals alike have had time to digest how the Act will affect their clients and their clients’ estate plans. Given the year end build-up to the fiscal cliff, and the constant speculation regarding the proposed tax changes, much of the legislation came as no surprise.

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