Use Volume 4 as a reference guide to facilitate planning for your clients with the major tax legislations (ACA, SECURE, IRA, TCJA sunset, OBBBA) from the last several years plus areas like asset protection, portability, PFP Standards, and more.
The 16th edition includes annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process for changes or additions on topics like:
New Section 529 rules
Increased SALT deduction
ABLE Act changes
Section 199A changes
R&D credit