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The Future of Discount Planning Aug 18, 2016 Effect of the Proposed Section 2704 regulations Portions of Proposed 2704 Regulations Exceed IRS’ Authority Aug 18, 2016 Client action steps should take this into consideration Strategies to Prepare for Implementation of Proposed 2704 Regulations Aug 17, 2016 Discuss these steps with clients before the rules are finalized. Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations Aug 16, 2016 Variations in this strategy may be preferable in light of the current environment Major Components of New Section 2704 Proposed Regs Aug 16, 2016 A brief summary of the three sets of new rules Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Portions of Proposed 2704 Regulations Exceed IRS’ Authority Aug 18, 2016 Client action steps should take this into consideration Strategies to Prepare for Implementation of Proposed 2704 Regulations Aug 17, 2016 Discuss these steps with clients before the rules are finalized. Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations Aug 16, 2016 Variations in this strategy may be preferable in light of the current environment Major Components of New Section 2704 Proposed Regs Aug 16, 2016 A brief summary of the three sets of new rules Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Strategies to Prepare for Implementation of Proposed 2704 Regulations Aug 17, 2016 Discuss these steps with clients before the rules are finalized. Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations Aug 16, 2016 Variations in this strategy may be preferable in light of the current environment Major Components of New Section 2704 Proposed Regs Aug 16, 2016 A brief summary of the three sets of new rules Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations Aug 16, 2016 Variations in this strategy may be preferable in light of the current environment Major Components of New Section 2704 Proposed Regs Aug 16, 2016 A brief summary of the three sets of new rules Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Major Components of New Section 2704 Proposed Regs Aug 16, 2016 A brief summary of the three sets of new rules Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Modernizing Trusts for Modernized Families Aug 11, 2016 These changes impact family governance, how existing trusts are interpreted and how new documents should be drafted. Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Pfannenstiehl: Out of a Mistake Comes Clarity Aug 09, 2016 Lower courts’ decision overruled for failure to properly construe settlor’s intent IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
IRS Expected to Face Pushback Against New Estate Tax Rules Aug 09, 2016 Practitioners warn the new regulations are a court case waiting to happen Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Trump Aims to Reset With Revised Tax Plan, Curb on Regulations Aug 08, 2016 (Bloomberg) -- Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps... Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More
Packaging Your Wisdom Aug 08, 2016 Breaking through commoditization by selling what clients find most valuable Load More first previous … 323 324 325 326 327 328 329 330 331 … next last Load More