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Jun 15, 2020 | Tony Maiorino and Abby Kassar
Estate planning Special report
“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”
Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.
“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”