2023 Essential tax and wealth planning guide has been saved

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Tax policy

Legislative outlook: Government funding is Job #1, but year-end tax package is possible
The Inflation Reduction Act and what comes next
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Post-Mortem

Keeping a complex process focused
Post-mortem planning and more to reduce the post-mortem administrative burden
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PIVOTAL MOMENTS

Pivotal moments for family enterprises
The foundational elements that shape a family enterprise
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