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JULY 2025 EXCLUSIVE: The Freedom Practice Bundle

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“How to Successfully Market an Estate Planning Practice”

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“How to Write a Business Letter” White Paper

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“Income Shifting Charitable Remainder Trust” White Paper

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“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper

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“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper

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“Intra-Family Loans” White Paper

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“Managing IRC 199A Limitation Amounts” White Paper

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“Nevada Incomplete Gift, Non-Grantor (NING) Trusts” White Paper

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“Nonquailified Tax Deferred Annuities” White Paper

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“Oil and Gas Investments” White Paper

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“Opportunity Zones” White Paper

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“Puerto Rico Tax Incentive” White Paper

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“Qualified Small Business Stock” White Paper

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“Retirement Charitable Remainder Trust (CRT)” White Paper

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“Roth IRA Conversions” White Paper

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“S-Election to Save Employment Taxes” White Paper

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