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July, 2010 |
- Cedar Point Estate Tax Ride!
- Checklist: Charitable Pledge Letter Agreement
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June, 2010 |
- Cool Tool: Private Annuities
- Checklist: GLBT Planning
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May, 2010 |
- Guarantees in Family Transactions
- Checklist: Charitable Gift Annuities
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April, 2010 |
- Tax Tips for Uncertain Times
- Checklist: Get Audited!
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March, 2010 |
- Hot Tips
- Checklist: Funeral and Related Arrangements
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February, 2010 |
- Scheduled Maintenance Guide
- Checklist: GRAT Decisions
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January, 2010 |
- Benjamin Franklin Was Wrong!
- Checklist: Upper-Class Planning
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December, 2009 |
- Maximize Legal Fees and Family Strife
- Checklist: Disability Ins. 2
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November, 2009 |
- Roth IRA Conversions
- Checklist: Disability Issues - Part 1
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October, 2009 |
- Stop Heir Loss With Estate Planning Propecia-2
- Checklist: Ruin Ur Kids R Us
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September, 2009 |
- Stop Heir Loss With Estate Planning Propecia
- Checklist: 2010 Planning
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August, 2009 |
- Golf Talk - Back 9
- Checklist: Death Panels
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July, 2009 |
- Golf Talk - Front 9
- Checklist: Financial Abuse of The Infirm
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June, 2009 |
- Mistakes Physicians Make
- Checklist: Late Decisions
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May, 2009 |
- Grantor Trusts - All That Glitters Isn't Simple
- Checklist: Alternate Valuation Date
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April, 2009 |
- Brooke Astor Estate: Questions & Lessons
- Checklist: New York Power of Attorney
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March, 2009 |
- Goldilocks Trusts Save The Day
- Checklist: Insurance Review
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February, 2009 |
- Proposed Estate Tax Legislation
- Checklist: Art & Collectibles - Part 3
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January, 2009 |
- Life Insurance Trusts: Not So Simple
- Checklist: Art & Collectibles - Part 2
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December, 2008 |
- Thoughts About A Tough Year
- Checklist: Art & Collectibles - Part 1
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November, 2008 |
- Year End Gift Planning
- Checklist: Possible Obama Tax Changes
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October, 2008 |
- Giving Charity in Tough Times: CRT & Annuities
- Checklist: Economy Impacts Charitable Giving
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September, 2008 |
- Economic Meltdown & Trust Planning
- Checklist: Business Contraction
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August, 2008 |
- Appraisals: Key to Planning
- Checklist: Appraisals Report Content
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July, 2008 |
- Gifts of FLP Interest: Holman Case Part 2
- Checklist: Spendtrift Kid
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June, 2008 |
- Gifts of FLP Interests: Holman Case Part 1
- Checklist: Heirs with Different Wealth
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May, 2008 |
- Gumby Estate Planning
- Checklist: Close Business' CPA Permanent File
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April, 2008 |
- Grantor Retained Annuity Trusts (GRATs)
- Checklist: Sell More Insurance
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March, 2008 |
- Trust & Estate Miscellaneous Deductions
- Checklist: Plan to 100
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February, 2008 |
- The Moment of Truth (Tax Episode)
- Checklist: Competency
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January, 2008 |
- Do FLPs (and LLCs) Right!
- Checklist: Trust Distrib.
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December, 2007 |
- Tenant Improvements & Costs:Tax Benefits
- Checklist: 179 Expensing
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November, 2007 |
- Family Loan Transactions
- Checklist: Instruction LTR
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October, 2007 |
- Have Faith in Estate Planning
- Checklist: Volatile Times
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September, 2007 |
- Trusts Owning LPs and LLCs - Passive Losses
- Checklist: SubPrime Taxes!
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August, 2007 |
- Trusting Your Trustees
- Checklist: Realty Cap Gains
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July, 2007 |
- HIPPA-potamus Adventures
- Checklist: HIPPA Authoriz
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June, 2007 |
- Prudent Investor Act Primer
- Checklist: Senior Divorce-2
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May, 2007 |
- Fun with Grantor Trusts
- Checklist: Senior Divorce
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April, 2007 |
- Family Vacation Home
- Checklist: Employee BuyOut
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March, 2007 |
- Boomer Estate Planning
- Checklist: Serving as Trustee
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February, 2007 |
- Cheap Tricks
- Checklist: Newlyweds
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January, 2007 |
- Annual Review Meeting A Must
- Checklist: College Savings
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December, 2006 |
- Lessons to Learn from James Brown's Estate
- Checklist: Partner's Plan
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November, 2006 |
- Succession Planning for Solo Professionals
- Checklist: Misconceptions
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October, 2006 |
- Which Assets To Which Trust
- Checklist: QPRT
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September, 2006 |
- Duct Tape Estate Planning
- Checklist: Family Business Heir
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August, 2006 |
- Chronic illness (MS) planning
- Checklist: Agent under power
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July, 2006 |
- Powers of Attorney
- Checklist: Retirement Planning Math
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June, 2006 |
- Planning For Each Life Phase
- Checklist: 2nd Spouses
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May, 2006 |
- LLC Self Employment Taxes
- Checklist: Insurance Trust Operation
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April, 2006 |
- Planning Simplicity
- Checklist: Protecting Kids
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March, 2006 |
- Funding Trusts, FLPs
- Checklist: FLPs
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