With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques.
Excerpt From: Stephan R. Leimberg, Michael S. Jackson, Jay Katz, John J. Scroggin and Robert S. Keebler. “The Tools & Techniques of Income Tax Planning, 7th Edition.” Apple Books.