The leading edge of the boomers is now 72 years old. Business owners in this group will be transitioning their businesses, and many will soon find themselves poised to make transformative philanthropic gifts. This white paper details how to navigate this historic charitable planning opportunity.
Learn nine ways the new tax reform bill specifically affects retirement plans and retirement planning, and how your practice and your clients will be impacted.
2 items found.
Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact [email protected]