Trusts & Estates
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Trusts & Estates
Thought Leader Series: Most Compelling Opportunities Now. Making Two Years Last a Lifetime
Thought Leader Series: Most Compelling Opportunities Now. Making Two Years Last a Lifetime
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Related Resources (webinars)
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Trusts & Estates
Planning Opportunities After Tax Reform
Recent tax reform legislation has opened new opportunities for small business, business planning, and estate planning. Here's what you need to know about it.
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Trusts & Estates
Carpe Diem! How to Seize the Opportunities in the Proposed IRS Regulations
In late 2016, the IRS released proposed changes to IRC Section 2704 that affect clients' ability to reduce taxes on their estates going forward. Watch this webinar to learn how to prep them.
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