Podcast: What you need to know about the “For the 99.5% Act

Bob Keebler, CPA/PFS, gets you up to speed on major changes that could be on the way for estate, gift, and trust planning.

From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210402-for-the-995-act.html