The Ultimate Tax Rates and Plan Updates

Download our package of helpful resources for tax rates and plan updates

The Ultimate Tax Rates and Plan Updates

The last few years has given us some of the biggest changes in tax regulations that we've ever seen. Our team has worked hard to pull together all these changes in a single package of helpful resources.  Fill out the information, and get our most sought-after content!

The Ultimate Tax Rates and Plan Updates package includes:

  • Indexed retirement plan limits
  • Marital deduction/credit shelter plan design options for large estates after tax cuts and jobs act of 2017
  • Estate & gift tax exemptions
  • Indexed eligible long term care premium deduction for "self-employed" business owners
  • Medicaid planning and SPIAs