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“Timing the NQSO Exercise Decision” White Paper

$15.00
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“Cost Segregation” White Paper

$15.00
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The A to Z Guide to Seminar Marketing for Estate Planners

$995.00
(additional payment options available)
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“Domestic Asset Protection Trust (DAPT)” White Paper

$15.00
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“Two-Year Installment Sale Strategy” White Paper

$15.00
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“Capital Harvesting Losses” White Paper

$15.00
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Flexible Irrevocable Trust Legal Document Form Package

$1,495.00
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Successor Trustee Seminar Package

$1,295.00
(additional payment options available)
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Successor Trustee Manual Package

$1,295.00
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The Living Trust Seminar Marketing Package

$1,995.00
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The Roth IRA Quadrants Chart 2023

$50.00
(additional payment options available)
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Roth IRA Conversion Decision Chart 2023

$50.00
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2023 Understanding the Net Investment Income Tax Chart

$50.00
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75 Best Income Tax Strategies in 2023 Chart

$50.00
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Top 10 Tax Planning Ideas for 2023 Chart

$50.00
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2023 Generation Skipping Transfer Tax Chart

$50.00
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2023 DrawDown Strategies Chart

$50.00
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2023 Tax Asset Classes Chart

$50.00
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2023 Bracket Management Chart

$50.00
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2023 Capital Gains Harvesting Chart

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  • Home
  • Education
    • Instant Download Programs
    • Practice-Building Series
    • In-Person Events
    • About the Speakers
    • Industry Events
    • Books
    • White Papers
  • For Attorneys
    • The Ultimate Level™ (2-Day Event)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • White Papers
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • White Papers
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • White Papers
    • Free Resources
  • FREE CONSULTATION