INTRODUCTION Constitutionality and Taxation: the federal transfer taxes (estate and gift and generation-skipping transfer tax) are excise taxes on the transfer of property…
1. Ameriprise Financial Daniel J. Lensing, CRPC® Financial Advisor14755 No. Outer Forty Chesterfield, MO 63017636-534-2097 [email protected] Business Valuation September…
1. Preserving Your Financial ResourcesDevelopment Office 800 West Jefferson Street Kirksville, Missouri63501Phone: 1-866-626-2878, ext. 2180 Kirksville College of Osteopathic…
Slide 1For producer use only. Not for presentation to the public. OLA 1371 1009 Premium Financing Loan Exit Strategies Slide 2 2 For producer use only. Not for presentation…
1. The Ten Things I Wish I Had AskedMy LawyerHow to Identify & Protect Your Legal Blind SpotsOctober 23, 2012 2. This Year we are Celebrating…15 Years Together! 3.…
Slide 1 Tax Tips for Real Estate Investors By: Allan Madan, CPA, CA Madan Chartered Accountant Slide 2 Topic of discussion: 1.Pros / Cons 2.Types of ownership 3.U.S. tax…
Slide 1 Tax Policy Center Urban Institute and Brookings Institution A Model of the Estate Tax Len Burman Bill Gale Jeff Rohaly April 29, 2004 Presentation for AFET Steering…
Slide 1 For Agent use only. This material may not be used with the public. Planning Opportunities in the Current Tax Environment The American Taxpayer Relief Act of 2012…
Seven Stewardship Strategies 5Strate g y CHARITABLE GIFT ANNUITIES Another creative way to give to CCC and receive both life income and income tax savings is the gift of…