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Death and Taxes: The Hidden Surprise in the Biden Green Book Tax

July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment Strategy
Tax
Wealth Management
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Written by
Mark Rehn
What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences. This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.