Monthly Archives: October 2021

PROPOSED ESTATE TAX CHANGES

by Mitha Rao, JD, managing attorney, Rao Legal, LLC and Ryan Johnson, CPWA, Private Wealth Advisor, BMO Wealth Management** The Biden Administration’s economic agenda has a heavy focus on social spending and the current proposal, approved by the House Ways and Means Committee on 9/13/21, will fund some of the spending by rolling back the Tax and […]

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