Gift Planning and the New Tax Law

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Thursday, January 31, 01:00 PM-02:30 PM
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The gift planning landscape shifted on New Year’s Day, 2013. That’s the day Congress passed the American Taxpayer Relief Act (ATRA) to avoid the “fiscal cliff.” The new law makes a host of changes to income tax rules, transfer tax rules, and selected charitable contribution rules that are of keen interest to gift planners. 

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