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    Business Succession Planning After the American Taxpayer Relief Act of 2012 - Outline

    Presentation Steve Siegel explains the planners' need to understand the many options available for succession planning, both from a tax and non-tax perspective
    Published on January 03, 2014

    Business Succession Planning After the American Taxpayer Relief Act of 2012 - Handout

    Presentation Steve Siegel explains the planners' need to understand the many options available for succession planning, both from a tax and non-tax perspective
    Published on January 03, 2014

    Business Succession Planning After the American Taxpayer Relief Act of 2012 - Audio

    Audio Steve Siegel explains the planners' need to understand the many options available for succession planning, both from a tax and non-tax perspective
    Published on January 03, 2014

    Business Succession Planning Case Study from Forefield Advisor

    Article A sample case study from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 14, 2013

    Part 3 Business Succession Planning After the American Taxpayer Relief Act of 2012

    Webcast Steve Siegel explains the planners' need to understand the many options available for succession planning, both from a tax and non-tax perspective
    Published on November 05, 2013

    Family Business Succession Planning Presentation from Forefield Advisor

    Presentation A sample presentation from Forefield Advisor,  a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 14, 2013

    Practice Management Study Results, Tools and Resources

    Overview Access practice guides, past web seminar recordings and marketing toolkits and white papers on organizational structure, staffing, succession planning and work/life balance
    Published on July 30, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters
    Published on April 29, 2015

    Bob Veres E-Columns

    Newsletter In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
    Published on February 09, 2015

    The CPAs Guide to Financial and Estate Planning

    Guide The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans
    Published on December 23, 2014

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