Episode Synopsis "1.03 Tax Planning Pointers with Baker Newman Noyes: Implementing gifting strategies"

Tax Planning Pointers is a three-part series covering estate tax planning changes and developments in 2020.What do you do when you're ready to make a sizable gift? In this episode, Jean and Jim are discussing some next steps for you to take advantage of the tax and estate planning techniques and strategies discussed in the other episodes in the series.

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More episodes of the podcast Tax Planning Pointers with Baker Newman Noyes

• 2021 Year-End Update: Tax Planning Pointers with Baker Newman Noyes
• 1.01 Tax Planning Pointers with Baker Newman Noyes: Where are we now and where are we headed?
• 1.02 Tax Planning Pointers with Baker Newman Noyes: Estate and gifting strategies and tactics
• 1.03 Tax Planning Pointers with Baker Newman Noyes: Implementing gifting strategies