1. 2011Mid-Year TaxPlanning Letter 2. Introduction As we approach the mid-point of 2011, it is once again time to talk about tax planning. Many people focus their tax planning…
Slide 1Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University Slide 2 1.Wealth…
1. National Legislative IssuesJanuary 27, 2010 2. Federal IssuesHousing FinanceTax MattersEnvironmentDraft FCC IssuesState and Local IssuesBudget & Taxes 3. Energy and…
October 19, 2012 The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping…
October 19, 2012 The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping…
October 19, 2012 The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping…
1. The New Estate Tax Rules and Your Estate Plan The Tax Relief, Unemployment Insurance The portability of the exemption coupled with an Reauthorization, and Job Creation…
1. The New Estate Tax Rules and Your Estate Plan The Tax Relief, Unemployment Insurance The portability of the exemption coupled with an Reauthorization, and Job Creation…
1. The New Estate Tax Rules and Your Estate Plan The Tax Relief, Unemployment Insurance The portability of the exemption coupled with an Reauthorization, and Job Creation…