Jo Anna Fellon, lead partner of private client services at Friedman LLP, was recently quoted in Financial Advisor on the tax modification timeline for 2021.
High-net-worth taxpayers and wealthy families who are stewarding generational family wealth must be prepared to quickly make decisions as early as the first quarter of 2021 and not necessarily by year’s end in some instances, said Jo Anna. “History has given us a solid glimpse into how these tax modifications will be implemented: slowly and with time to address before their full enactment.”
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