Tax Strategies for the Current Landscape
Christopher P. Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law - Babson College
The Westborough Branch
During our discussion we will examine the current tax landscape in detail, including income AND estate/gift taxes. Actionable planning considerations will be highlighted to uncover potential opportunities you can discuss with your financial advisor, tax professional, and estate planning attorney.