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Law Special Tax Briefing: Update for 2014

1. * 2. * International Boutique Trusts and Estates firm specializing in sophisticated multigenerational asset transfers. * Recognized both nationally by Martindale Hubbell…

Documents Business Valuation - What is it?

1. 5 Major PointsPharr Valuation & Business Services, LLC 1 2. 5 Major Points1. Why Me2. What It Is (What It “Ain’t”)3. Why You May Need it4. Business Valuation…

Law What is the annual gift tax exclusion in california

What Is the Annual Gift Tax Exclusion in California? www.norcalplanners.com 1 WHAT IS THE ANNUAL GIFT TAX EXCLUSION IN CALIFORNIA? âYou have to be aware of federal transfer…

Law What Is The Annual Gift Tax Exclusion in California?

What Is the Annual Gift Tax Exclusion in California? www.norcalplanners.com 1 WHAT IS THE ANNUAL GIFT TAX EXCLUSION IN CALIFORNIA? âYou have to be aware of federal transfer…

Documents 2012 Gift & Estate Planning Opportunities

1. Gift/Estate Planning Opportunities in 2012 Amy Joyce, CPA, J.D., Tax Manager Margolin, Winer & Evens LLP [email protected] 1 2. Estate/Gift/GST Taxes – Beneficial…

Documents 1 The Top Ten Charitable Planning Ideas for the Current Environment Kathryn W. Miree & Associates,.....

Slide 1 1 The Top Ten Charitable Planning Ideas for the Current Environment Kathryn W. Miree & Associates, Inc. October 10, 2012 Slide 2 2 The Charitable Environment…

Documents HELTER SHELTER WHAT TO RECOMMEND FOR MARRIED CLIENTS WHOSE ESTATE PLANNING DOCUMENTS PROVIDE FOR THE...

Slide 1 HELTER SHELTER WHAT TO RECOMMEND FOR MARRIED CLIENTS WHOSE ESTATE PLANNING DOCUMENTS PROVIDE FOR THE ESTABLISHMENT OF A CREDIT SHELTER TRUST ON THE FIRST DEATH HOW…

Documents © 2011, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues...

Slide 1 © 2011, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax CERTIFIED…

Documents Getting Started Tax Compliance Seminar January 31, 2012 Grand Cayman Islands Shawn P. Wolf, Esq....

Slide 1 Getting Started Tax Compliance Seminar January 31, 2012 Grand Cayman Islands Shawn P. Wolf, Esq. Packman, Neuwahl & Rosenberg E-mail: [email protected]

Documents ©2013, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues Related...

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…