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INSTANT DOWNLOAD: “The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection”

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INSTANT DOWNLOAD: “The Four Paths to Portability”

$149.00Add to cart

INSTANT DOWNLOAD: “The Income Taxation of IDGT Sale Promissory Notes During Life, at Death, and after Death”

$149.00Add to cart

INSTANT DOWNLOAD: “The Intersection of Estate Planning and Crypto”

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INSTANT DOWNLOAD: “The Loper Bright Case: Chevron Deference Overruled”

$149.00Add to cart

INSTANT DOWNLOAD: “The SECURE Act FINAL Regulations: Post-Mortem IRA Distributions”

$149.00Add to cart

INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine”

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INSTANT DOWNLOAD: “The Top 22 Overlooked Uses of Life Insurance”

$249.00Add to cart

The Wild, Wild West of Estate Planning: Estate Planning for Unmarried Couples

$149.00Add to cart

INSTANT DOWNLOAD: “Trust Administration: Practical Considerations for Practitioners”

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INSTANT DOWNLOAD: “Understanding DNI: Taxation of Trusts & Beneficiaries”

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INSTANT DOWNLOAD: “Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress”

$249.00Add to cart

INSTANT DOWNLOAD: “Using Annuities to Accelerate Medicaid Eligibility”

$149.00Add to cart

INSTANT DOWNLOAD: “What CPA’s Should Know About Trust Instruments”

$149.00Add to cart

A Fresh Look at Crummey Notifications

$149.00Add to cart

INSTANT DOWNLOAD: “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”

$149.00Add to cart

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