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Revamping Your Book of Business

Back to blog homepage for: Rob Nance
People with large estates were certainly thrilled by the changes that took place this winter. With the federal estate tax exemption rising to $5 million per person ($10 million for married couples), tax planning became much easier for many wealthy families. What about accountants and estate tax attorneys who had significant portions of their billable hours tied to these tax planning matters? If you are one of these men or women—accountants or attorneys—who have been forced into this situation of revamping your book of business, please e-mail me.


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