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Tax Planning

INSTANT DOWNLOAD: “A Trust Decanting Update”

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INSTANT DOWNLOAD: “Defined Value Transactions – A 2-Part Program”

$249.00Add to cart

INSTANT DOWNLOAD: “Estate Planning for Blended Families”

$249.00Add to cart

INSTANT DOWNLOAD: “Estate Planning for IRAs in a Second Marriage”

$149.00Add to cart

INSTANT DOWNLOAD: “Final Regulations Consistent Basis Rule”

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INSTANT DOWNLOAD: “How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns”

$149.00Add to cart

INSTANT DOWNLOAD: “Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment”

$149.00Add to cart

INSTANT DOWNLOAD: “IRA’s at Death and Beyond”

$149.00Add to cart

INSTANT DOWNLOAD: “Planning with SLATs and SLANTs Ahead of TCJA Sunset”

$149.00Add to cart

INSTANT DOWNLOAD: “Properly Preparing the Form 706 (Estate Tax Return)”

$299.00Add to cart

INSTANT DOWNLOAD: “Roth Conversion Planning After Trump’s One Big, Beautiful Bill of 2025”

$149.00Add to cart

INSTANT DOWNLOAD: “Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered”

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INSTANT DOWNLOAD: “Tax Planning for the Sale of a Business”

$149.00Add to cart

INSTANT DOWNLOAD: “Taxation of Business Entities After the TCJA”

$149.00Add to cart

INSTANT DOWNLOAD: “The 30 Most Common Trusts: What You Need to Know”

$149.00Add to cart

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