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Year-End Gain Harvesting May Create Impressive Tax Savings, But Be Careful!
By Robert S. Keebler, CPA, MST, AEP (Distinguished) Bracket management has always been an important part of income tax planning. As we noted in our May newsletter, however, the 3.8% Medicare Surtax and...
View Article7 Tips for Making More Appointments –– Right at a Seminar!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Many seminar speakers forget (or don’t realize) that the...
View ArticleThe Dynasty Trust: Jurisdictional Choices
By Steven J. Oshins, J.D., AEP (Distinguished) Most trusts are designed as Staggered Distribution Trusts which are trusts that make mandatory distributions to the beneficiaries upon reaching certain...
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6 Tips for Handling Difficult Clients
By Kristina Schneider & Megan DeLaGarza, Executive Assistants Difficult clients are inevitable no matter what business you are in and no matter how great your business is. With the estate and...
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It’s Raining Cats and Dogs (and Llamas and Birds and Horses)
By Eden Rose Brown, Esq. The statistics are compelling: Over 90 million American households own companion animals – a total of more than 218 million pets of all shapes and sizes! These...
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