Trusts & Estates

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Trusts & Estates

Thought Leader Series: Dynamic Tax Saving Strategies for the Next Decade

Thought Leader Series: Dynamic Tax Saving Strategies for the Next Decade


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

Estate Planning in 2017 and Beyond

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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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