Resources

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2025 Tax Reference Guide

Added 12/16/2024

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Planning For Total Caregiving Expenditures

Added 11/22/2024

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Connelly vs. U.S. - From "What Now?" to Here's How - Solutions For Business Owners

Added 11/7/2024

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Supreme Court Ruling in Connelly V. United States

Added 10/30/2024

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FTC Attacks Non-Competes, Possible Solutions - July 2024

Added 7/30/2024

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The Corporate Transparency Act - The Countdown Is On For Small Businesses

Added 5/24/2024

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Gift Now! Before Basic GST Exclusion Amounts Sunset

Added 4/18/2024

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Morrissette Case - Intergenerational Split-Dollar Tax Court Case

Added 4/18/2024

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The Benefits of a SLAT: Efficiency & Access

Added 4/18/2024

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Planning For a Market Downturn

Added 2/13/2024

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2024 Tax Reference Guide

Added 1/4/2024

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Connelly Case - Life Insurance Proceeds - Increase Value of Decedents Business Interest

Added 9/25/2023

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Leverage Increases to Gift, Estate, & GST Exemptions

Added 9/15/2023

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The GRAT Enhancement Strategy

Added 8/17/2023

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Life Exemptions for Estate Planning

Added 2/16/2023

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2023 Tax Reference Guide

Added 1/25/2023

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Legislative Update: Consolidated Appropriations Act of 2023

Added 1/12/2023

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