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2012 Gifting Opportunities
Documents 2012 Gifting Opportunities

1. GIFTING OPPORTUNITIES FOR 2012 Presented by Robert Le ChevallierATTORNEY AT LAW 2. 2012: The year to make gifts to family members1. The Federal Gift/Estate Tax Exemption…

Crescendo 2012 Conference Prospect Research for Planned Gifts
Economy & Finance Crescendo 2012 Conference Prospect Research for Planned Gifts

1. Prospect Research for Planned GiftsKATHERINE E. SWANK, J.D., SENIOR CONSULTANTTARGET ANALYTICS®, A BLACKBAUD® COMPANYSEPTEMBER 2012© Blackbaud 2012 Katherine Swank…

2 New Capital Resources Remarkable Opportunity A Unique Advance Funding Model Providing Capital Resources & Stability Foundation for Healthcare Expense.
Documents 2 New Capital Resources Remarkable Opportunity A Unique Advance Funding Model Providing Capital...

Slide 1 Slide 2 2 New Capital Resources Remarkable Opportunity A Unique Advance Funding Model Providing Capital Resources & Stability Foundation for Healthcare Expense…

U.S. Department of Labor Wage and Hour Division SCA Compliance Principles.
Documents U.S. Department of Labor Wage and Hour Division SCA Compliance Principles.

Slide 1U.S. Department of Labor Wage and Hour Division SCA Compliance Principles Slide 2 U.S. Department of Labor Wage and Hour Division SCA Compliance Principles Payment…

Reliance MY GOLD PLAN
Business Reliance MY GOLD PLAN

1. 9 FundslndiaEkVI(HIrg lnltia,om lrtvzstlzr at i.tiwi. A small and simple way to accumulate gold systematically -.5’ ReLl/ NCe mM: ,:‘; LD ' GOLD.Money COUNCIL…

10 Things to Consider When Preparing a Will.
Economy & Finance 10 Things to Consider When Preparing a Will.

1. Helping Clients Protect Assets & Build Wealth 10 Things to Consider When Preparing a Will. 2. Helping Clients Protect Assets & Build Wealth An Up-to-Date Will…

1 Chapter 7 – Bond Concepts What are they? Types and issuers –Junk –Convertibles –Callables –Asset-backed Credit ratings Calculations –YTM –Price –Current.
Documents 1 Chapter 7 – Bond Concepts What are they? Types and issuers –Junk –Convertibles –Callables....

Slide 1 1 Chapter 7 – Bond Concepts What are they? Types and issuers –Junk –Convertibles –Callables –Asset-backed Credit ratings Calculations –YTM –Price –Current…

Debt and Equity Capital Chapter 15 McGraw-Hill/Irwin Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved.
Documents Debt and Equity Capital Chapter 15 McGraw-Hill/Irwin Copyright © 2010 by The McGraw-Hill Companies,...

Slide 1 Debt and Equity Capital Chapter 15 McGraw-Hill/Irwin Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved. Slide 2 15-2 Source and Nature of Debt…

Unit Trust. Learning Goals Understand what is Unit Trust. Differentiate between type of Unit Trust and type of Unit Trust fund.
Documents Unit Trust. Learning Goals Understand what is Unit Trust. Differentiate between type of Unit Trust.....

Slide 1 Unit Trust Slide 2 Learning Goals Understand what is Unit Trust. Differentiate between type of Unit Trust and type of Unit Trust fund. Slide 3 What is Unit Trust?…

Testamentary Trusts and Succession Planning for Lawyers by Dr John de Groot, Special Counsel, de Groots Wills and Estate Lawyers for North Queensland Law.
Documents Testamentary Trusts and Succession Planning for Lawyers by Dr John de Groot, Special Counsel, de...

Slide 1 Testamentary Trusts and Succession Planning for Lawyers by Dr John de Groot, Special Counsel, de Groots Wills and Estate Lawyers for North Queensland Law Association…

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