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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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“Aggregating Trades or Businesses Increase §199A Deduction” White Paper

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“Borrowing From Permanent Life Insurance Policies” White Paper

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“Bracket Management” White Paper

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“Capital Gain Harvesting” White Paper

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“Captive Insurance Companies” White Paper

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“Choice of Entity Decision After the TCJA” White Paper

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“Choice of Filing Status to Avoid the NIIT” White Paper

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“Cost Segregation” White Paper

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“Distribution Plan for Non-Spousal Inherited IRAs” White Paper

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“Domestic Asset Protection Trust (DAPT)” White Paper

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“Dynasty Trust” White Paper

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“Family Limited Partnership (FLP)” White Paper

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“Grantor Retained Annuity Trust (GRAT)” White Paper

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“Group Business Activities – Avoid the NIIT” White Paper

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“Harvesting Capital Losses” White Paper

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“How to Handle Q&A Session at a Living Trust Seminar” White Paper

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