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Academic Journal

Five Common Challenges When Changing State Tax Residency/Domicile.

  • Source: Journal of Financial Planning. Oct2021, Vol. 34 Issue 10, p37-43. 7p.

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Academic Journal

How to Add Tax Alpha in Today's Environment.

  • Source: Journal of Financial Planning. Oct2020, Vol. 36 Issue 10, p27-29. 3p.

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Academic Journal

State Income Taxation of Non-Grantor Trusts: An Important Area for Tax Planning.

  • Source: Journal of Financial Planning. Dec2019, Vol. 32 Issue 12, p40-44. 5p.

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Academic Journal

College Savers: What Is the Expected Tax Alpha of 529 Plans?

  • Source: Journal of Financial Planning. Nov2019, Vol. 32 Issue 11, p44-52. 9p.

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Academic Journal

Taxing Times.

  • Source: Journal of Financial Planning. Oct2021, Vol. 34 Issue 10, p13-13. 1p.

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Academic Journal

Valuing Roth Conversion and Recharacterization Options.

  • Source: Journal of Financial Planning. Nov2017, Vol. 30 Issue 11, p48-56. 9p.

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Academic Journal

What Is My Practice Worth? What you need to know about value and valuation.

  • Source: Journal of Financial Planning. Nov2017, Vol. 30 Issue 11, p24-27. 4p.

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Academic Journal

New Approaches to Retirement Income: An Evaluation of Combination Laddered Strategies.

  • Source: Journal of Financial Planning. Aug2016, Vol. 29 Issue 8, p52-61. 10p.

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Academic Journal

The Reimagination of Conventional Retirement Saving Wisdom.

  • Source: Journal of Financial Planning. Aug2021, Vol. 34 Issue 8, p54-58. 5p.

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