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Decoding the Generation-Skipping Transfer Tax

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Generation-Skipping Transfer Tax 101

Dealing with the generation-skipping transfer tax comes up less often since it usually only affects ultra-wealthy clients. However, estate planning attorneys, financial advisors, and tax advisors must understand this tax and how to avoid it to help affluent clients accomplish effective planning. Learn more about this tax to better assist your clients.

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Let's Do the Math: How Does the Generation-Skipping Transfer Tax Work?

Although not everyone will have to address the generation-skipping transfer tax, if you have clients who are looking to make a large gift or leave a large inheritance to a grandchild or great-grandchild, it can be beneficial to see how the math works.

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What You Need to Know about the Generation-Skipping Transfer Tax Returns

As an advisor, it can be helpful if you understand the basics of the generation-skipping transfer tax and some of the returns involving the generation-skipping transfer tax.

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MEREDITH | PC
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Flower Mound Texas 75028
214-513-1013

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.

You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.