Resources
Transparency with Diana B.
Celebrity Estates: Wills of the Rich and Famous
Financial Advisor Success
WMRE Common Area Podcasts
With the holiday season rapidly approaching, your clients are quickly running out of time to lock in their charitable donations for the current tax year.
In this episode, Martin Shenkman provides some guidance on saving client tax deductions in light of the "new" tax paradigm.
Watch the previous episode, The Basics of How to Operate an Irrevocable Trust
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