Season 5300: Legacy Planning Can Reduce Your Montana Taxes (No. 5304)
This legislation allows Montana residents several ways to manage assets and plan for future needs, including leaving your money and property to your loved ones, while offsetting a portion of your tax liability. Marsha Goetting, Extension Family Economics Specialist returns to the Montana AG Live panel this week with tips to help us navigate the world of endowments.
Anton Bekkerman joins the panel to help us understand some of the current effects.
The 2019 Montana Legislature renewed the Charitable Endowment Tax Credit.