January – March 2024

Lot’s Happening: Biden Budget, CTA, More!

Checklist: Questions.

Recent Developments: 

• Closely Held/Family Business.
• FBAR Filings.
• Gift Value of Life Insurance.

Planning Potpourri:

• Paying Insurance Policy Premiums.
• Driving and Living with a Chronic Illness.
• Authorization to Disclose Personal Health Information.