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Academic Journal

Defined-Benefit Plans Remain a Planning Opportunity.

  • Source: Journal of Financial Service Professionals. Jul2018, Vol. 72 Issue 4, p77-88. 12p.

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Academic Journal

The New Tax Act: Why Clients Need to Review Their Estate Plan Today.

  • Source: Journal of Financial Service Professionals. Jul2018, Vol. 72 Issue 4, p15-19. 5p.

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Academic Journal

How Does the Tax Cuts and Jobs Act of 2017 Affect Your Clients?

  • Source: Journal of Financial Service Professionals. Mar2018, Vol. 72 Issue 2, p7-13. 7p.

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Academic Journal

An Overview of the Foreign Account Tax Compliance Act.

  • Source: Journal of Financial Service Professionals. Nov2017, Vol. 71 Issue 6, p11-14. 4p.

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Academic Journal

Understanding the 72(t) 10 Percent Penalty.

  • Source: Journal of Financial Service Professionals. Jul2017, Vol. 71 Issue 4, p7-11. 5p.

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Academic Journal

Tax Efficiency of Mutual Funds and Exchange-Traded Funds.

  • Source: Journal of Financial Service Professionals. Nov2016, Vol. 70 Issue 6, p19-23. 5p.

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Academic Journal

Insurance Planning and the Possible End of Life as We Know It: Low Interest Rates and Family Entity Discounts.

  • Source: Journal of Financial Service Professionals. Jul2016, Vol. 70 Issue 4, p24-27. 4p.

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Academic Journal

An Analysis of the Tradeoff between Mortgage Prepayment and Tax-Deferred Retirement Savings.

  • Source: Journal of Financial Service Professionals. May2016, Vol. 70 Issue 3, p64-75. 12p.

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Academic Journal

Appeals Court Deals "Rollovers as Business Start-Ups" (ROBS) a Blow as a Business Financing Strategy.

  • Source: Journal of Financial Service Professionals. Jan2016, Vol. 70 Issue 1, p27-32. 6p.

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Academic Journal

IRS Issues a New Interpretation of Section 409A.

  • Source: Journal of Financial Service Professionals. Sep2015, Vol. 69 Issue 5, p27-30. 4p.

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  • 1-10 of  1,182 results for ""Taxation""