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Estate Tax Planning GOALS FOR SYNC SESSION Review of some Estate Tax Planning Strategies In-Class Practice - Taxable gift? Practice Problems with Estate Taxes Questions

Estate Tax Planning GOALS FOR SYNC SESSION Review of some Estate Tax Planning Strategies In-Class Practice - Taxable gift? Practice Problems with Estate Taxes Questions about Exam 3 Review of some Estate Tax Planning Strategies Key idea: The U.S. federal transfer tax system is integrated. FIRST - Tax advantage of gifting to transfer assets out

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