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The Ultimate Estate Administration Procedures Training Package

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Successful Initial Client Interview & Appointment Closing Tips Package

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Products

Showing 1–16 of 100 results

“Sale to an IDGT with a SCIN Hedge” White Paper

$35.00Add to cart

“Spousal Limited Access Trusts (SLAT)” White Paper

$35.00Add to cart

“Substantial Sale Charitable Remainder Trust (CRT)” White Paper

$35.00Add to cart

“Tax-Aware Investing” White Paper

$35.00Add to cart

“The 9 Phases of an Estate Administration” Flyer

$29.00 – $49.00Select options This product has multiple variants. The options may be chosen on the product page

“The Ultimate IRA Guide” (2024 EDITION)

$99.00 – $149.00Select options This product has multiple variants. The options may be chosen on the product page

“Timing the NQSO Exercise Decision” White Paper

$35.00Add to cart

“Trust Decanting” White Paper

$35.00Add to cart

“Trusts as S Corporation Shareholders” White Paper

$35.00Add to cart

“Trusts Named As IRA Beneficiaries” White Paper

$35.00Add to cart

“Two-Year Installment Sale Strategy” White Paper

$35.00Add to cart

“Using Multiple Trusts Enhance Benefits of IRC § 199A” White Paper

$35.00Add to cart

2024 75 Best Income Tax Strategies Chart

$32.00Add to cart

2024 Applying the 3.8% Net Investment Income Tax Chart

$32.00Add to cart

2024 Bracket Management Chart

$32.00Add to cart

2024 Capital Gains Harvesting Chart

$32.00Add to cart

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