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    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients
    Published on July 18, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning
    Published on July 16, 2014

    Tax Planning

    Overview Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning
    Published on April 11, 2014

    Tax Issues for People Affected by Disaster

    Article People who suffer losses from natural or manmade disasters may be eligible for certain tax benefits, including the deduction for casualty losses. Find out what losses may be deducted under the complex casualty loss rules and the documentation needed to support any allowable deduction...
    Published on October 01, 2012

    Taxes. Start Your Money Plan Here - Audio

    Audio Financial planners will explain how you can use your tax return to create a comprehensive financial plan
    Published on April 22, 2013

    Tax Rate Evaluator (Audio)

    Audio Bob Keebler demonstrates the Tax Rate Evaluator Software to help you understand the new multi-dimensional tax system and how to plan for your individual clients
    Published on April 11, 2014

    Tax Rate Evaluator Manual - Bronze

    Tools Manual for the Bronze Edition of the Tax Rate Evaluator
    Published on May 13, 2014

    Tax Rate Evaluator-Bronze

    Tools Virtually every financial decision now needs to be analyzed through the lens of this new four dimensional tax system – the regular income tax brackets, the AMT, the NIIT, and the supertax. That is what the Bronze Edition of the Tax Rate Evaluator software does, and more
    Published on May 13, 2014

    Tax Asset Buckets

    Presentation ...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

    Estate Planning Landscape Overview

    Presentation The webinar covers planning opportunities for 2012 regarding use of the (possibly expiring at the end of 2012) $5 million gift tax exemption and portability. It will include discussion of various estate planning techniques that estate planners may want to consider for clients now as they take some time to
    Published on October 17, 2012

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