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HB Publishing Cited in Wealth Management Magazine

Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,…
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To what extent do you believe President Biden’s top federal capital gains rate of 39.6% will be passed?

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