Originally published 5/18/21.

Major federal tax reform is taking shape that will likely have far-reaching impacts for individuals, businesses, gifting and estate planning strategies, and the techniques clients and advisors have employed for years.  While it is still difficult to predict which has the highest likelihood of enactment, The Nautilus Group® has consolidated the various proposals before Congress into this discussion that includes important timing issues and crucial planning steps for affected individuals to consider. 

To learn more, read the full article here.  

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Brooke Zrno Grisham
Chief Executive Officer of The Nautilus Group®

Media contact
Sara Sefcovic
New York Life Insurance Company
(212) 576-4499

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