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Financial Planning

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The Traps & Tricks of Drafting IRA Trusts & Beneficiary Forms After the SECURE Act

Life Insurance and IRAs After the SECURE Act

$199.00
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Everything You Need to Know About the 2020 Stimulus & Tax Bill

$149.00
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Asset Protection Other than DAPTs: Overlooked Alternatives That Will Grab Your Clients’ Attention!

$199.00
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2019 Year-End Tax Planning

$199.00
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New Life Expectancy Rules for IRAs (Including Complex Post-Mortem Transitional Provisions Every Estate Planner Must Know!)

$199.00
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Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

$199.00
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Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment

$149.00
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Proper Post-Death Administration of IRA Beneficiary Trusts

$249.00
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199A Lessons from Tax Prep Season, Foundational Concepts

$199.00
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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