Trusts & Estates
2020 Tax Cheat Sheet for Clients
The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until the last day to file their returns. Given this, tax advisors and estate planning attorneys should expect questions from clients in the next few weeks as the tax season filing deadline approaches. Help remind clients of the approaching deadline (and the value of your services) by sharing this client handout.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 19, No. 1—Winter 2025 Issue
This issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?
On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.
Learn More