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    Fiscal Cliff Settlement

    Audio ...you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 18, 2013

    Fiscal Cliff Settlement

    Presentation ...you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 18, 2013

    The Fiscal Cliff What It Means for You in Plain English

    Audio In this web seminar, leading CPA financial planners, Michael Goodman and Ted Sarenski, walk you through a plain English discussion of the fiscal cliff
    Published on January 03, 2013

    The Fiscal Cliff What It Means for You - handout

    Presentation A presentation on the Fiscal Cliff and what this means to you
    Published on July 27, 2014

    Series Planning After the American Taxpayer Relief Act

    Webcast This webcast series covers the most important aspects of personal financial planning considerations under ATRA.
    Published on January 28, 2015

    Proactive Year-End Financial and Tax Planning Series Year-End Financial and Tax Planning Strategies to Address ATRA and ...

    Webcast Expert practitioners discuss actionable strategies for year-end financial and tax planning strategies to address the American Taxpayer Relief Act.
    Published on October 30, 2013

    Forefield Alert - The American Taxpayer Relief Act of 2012

    Article With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. Personalize and send this Forefield Alert to your clients explaining the implications of this legislation
    Published on May 08, 2013

    PEP PEASE Tax Bracket Summary

    Presentation Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead of the Fiscal Cliff
    Published on January 18, 2013

    Tax Asset Buckets

    Presentation ...you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 21, 2014

    Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges

    Article Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
    Published on April 11, 2014

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