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INSTANT DOWNLOAD: “Medicaid 101: The Basics”

$149.00Add to cart

INSTANT DOWNLOAD: “Planning for Loved Ones with Disabilities”

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

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INSTANT DOWNLOAD: “Proper Staff Support —The Days Before the Seminar, During the Seminar & Immediately Afterwards”

$299.00Add 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: “Special Needs Trusts: Changes, Trends & Best Practices”

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INSTANT DOWNLOAD: “Step-By-Step Process of Setting Up a Client Monthly E-mail Newsletter”

$249.00Add to cart

INSTANT DOWNLOAD: “Strategic & Tactical Roth Conversions in 2025”

$149.00Add to cart

INSTANT DOWNLOAD: “Successful Speaker Presentation Techniques”

$299.00Add to cart

INSTANT DOWNLOAD: “Successful Systems & Tips to Better Customer Service”

$249.00Add to cart

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

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INSTANT DOWNLOAD: “Tap Into Your Quiet Confidence and Unlock Engagement Potential”

$199.00Add to cart

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 10 Key Planning & Marketing Steps for Successful Seminars”

$995.00Add to cart

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