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Tax Planning


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IRA Beneficiary Rules After the SECURE Act
January 8, 2025
Jay Kautt, JD Jay Kautt, JD
The Election is over "Let's Talk Taxes"
December 4, 2024
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
Jill L. Miller, Esq. Jill L. Miller, Esq.
New Trends in Vacation Home Planning
April 24, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Determining Your Client’s Retirement Income Style
March 27, 2024
Wade D. Pfau, PhD, CFA, RICP Wade D. Pfau, PhD, CFA, RICP
Working with a Client who serves a Trustee
February 28, 2024
Michelle R. Diamond Michelle R. Diamond
What every financial professional NEEDS to know about the CTA
February 6, 2024
Thomas Tietz, Esquire Thomas Tietz, Esquire
Tax Planning with Holistiplan
November 1, 2023
Emily Joles, CFP®, EA Emily Joles, CFP®, EA
The Prior Year Tax Return Says A Lot!
June, 14, 2023
James R. Sommerville, CPA, PLLC James R. Sommerville, CPA, PLLC
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
Joel A. Koeniguer, CLU®, ChFC® Joel A. Koeniguer, CLU®, ChFC®
The Power of the “Defective” Grantor Trust
December 7, 2022
Brian E. Raftery Esq. Brian E. Raftery Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
The Power of the MEC
March 30, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP