If you’re counting on a big inheritance to get you through your
retirement, you might consider a backup plan. The median inheritance
of Americans in 2004 was just $29,000 in today’s dollars, according to
the Federal Reserve Board.
With all the recent tax law changes, this year it’s more important than ever to make sure your clients’ tax situations are squared away before year end. This report provides necessary guidance to ensure 2019 starts without a hitch.