Our presenters reviewed the current tax proposals and things to consider in anticipation of tax law changes. We reviewed traditional planning options and discuss other strategies for consideration related to income, gift and estate taxes that will help guide you in your tax planning.
Presenters:
Richelle Maguire, CPA, MST, AEP® – Partner, Private Client Group
James Downing, CPA, MST – Partner, Private Client Group
If you have any questions about the presentation or want to discuss how DGC can help, please contact a member of your client service team or Richelle Maguire, CPA, MST, AEP at 781-937-5140 / rmaguire@dgccpa.com or James Downing, CPA, MST at 781-937-5136 / jdowning@dgccpa.com.
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