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    Planning for Same Sex Couples

    Article As a result of the Defense of Marriage Act, and ongoing changes in many states allowing same sex marriages, the preparation of a sound and integrated financial plan has become more complex.
    Published on April 16, 2014

    Triage Racing to Keep Up With the DOMA Decision

    Article This article will provide planners with a basic background of DOMA planning issues, practice tips to assess the situation, and a list of resources that that will be beneficial to their practice
    Published on September 16, 2013

    AICPA Sample Client Letter on DOMA Ruling Tax Impact

    Sample Letter Sample client letter from the AICPA relating to the same sex marriage Supreme Court ruling and its possible tax impact.
    Published on July 16, 2013

    Tax & Estate Planning Following the Defense of Marriage Act Decision - Audio

    Audio This podcast from Bob Keebler covers tax and estate planning following the DOMA decision
    Published on July 02, 2013

    Updated Tax & Estate Planning Following the Defense of Marriage Act Decision - Handout

    Presentation Bob Keebler covers Revenue Ruling 2013-17, background on the DOMA decision, income, estate and gift tax planning implications, as well as portability, IRAs and retirement plans
    Published on September 05, 2013

    Tax & Estate Planning Following the Defense of Marriage Act Decision - Handout

    Presentation This podcast from Bob Keebler covers tax and estate planning following the DOMA decision
    Published on July 02, 2013

    Updated Tax & Estate Planning Following the Defense of Marriage Act Decision - Audio

    Audio Bob Keebler covers Revenue Ruling 2013-17, background on the DOMA decision, income, estate and gift tax planning implications, as well as portability, IRAs and retirement plans
    Published on September 05, 2013

    Financial Planning and Tax Considerations for Same-Sex Couples

    Webcast ...Seminar recording | Presentation materials In 2013, the Supreme Court issued rulings on the constitutionality of the Defense of Marriage Act (DOMA) and on California’s Proposition 8. As a result of these rulings, and ongoing changes in many states
    Published on March 12, 2015

    The Planner Newsletter

    Newsletter Sept/October 2013 issue of the Planner.
    Published on May 21, 2014

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on April 22, 2015

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