1. Estate & Tax Planning Opportunities in 2012 Robert S. Keebler, CPA, MST, AEP Keebler & Associates, LLP 420 S. Washington St. Green Bay, WI 54301 Phone: (920) 593-1701…

1. Hiring Children in the Family Business David W. Swatosh, CPA Phone: Ext. 7147 Email: [email protected] 2. Agenda Considerations Income ShiftingKiddie Tax Implications…

1. Which would you rather have?OR 2. Would you be willing to give up this each weekTo live in this? 3. If you invest $20 a week starting at age 20, you wouldsave up $45,000…

1. Year End Tax Planning December 8, 2011 Presented By: Jeffrey G. Cohen, CPA, MST _______________________www.glassjacobson.com_______________________ 10711 Red Run Blvd,…

Slide 1Buy Sell Agreements For Agent Use Only Not for Distribution to the Public Buy / Sell Agreements Slide 2 Buy Sell Agreements For Agent Use Only Not for Distribution…

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1 DEFERRED COMPENSATION OUTLINE: National Retirement Policy: Three Legged stool: 1. Social Security a. Safety net to put food on the table 2. Company Pension 3. Your own…

1. Pros and Cons of Alternative Financing for Investment Properties Does it make sense to use alternative methods of financing for investment properties? It doesn’t matter…