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Tax Planning

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”

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

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

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

Original price was: $149.00.Current price is: $74.50.Add to cart

INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique”

Original price was: $99.00.Current price is: $49.50.Add to cart

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

Original price was: $149.00.Current price is: $74.50.Add to cart

INSTANT DOWNLOAD: “The Tax Trifecta Trust Strategy: Unlocking Massive Income Tax Savings After the Trump Tax Bill”

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

Original price was: $249.00.Current price is: $124.50.Add to cart

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

Original price was: $149.00.Current price is: $74.50.Add to cart

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

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INSTANT DOWNLOAD: “A Fresh Look at Crummey Notifications”

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

Original price was: $149.00.Current price is: $74.50.Add to cart

INSTANT DOWNLOAD: “California’s New Retroactive Anti-Incomplete Gift Trust Statute”

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INSTANT DOWNLOAD: “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”

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