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LISI 60-Second Planner: Key Elements of the President’s 2014 Budget Proposal

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AICPA Podcast: “President Obama’s 2014 Budget Proposal

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Portability vs. “B” Funding Comparison Chart

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Summary of Alternate Ways to Protect a House (2013)

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2nd Annual Dynasty Trust Jurisdiction State Rankings Chart

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1st Annual Trust Decanting State Rankings Chart

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33 Key Things to Know About Form 8939

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From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview

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The Top 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business!

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4th Annual Domestic Asset Protection Trust State Rankings Chart

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  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Practice-Building Series
    • Seminar Marketing Series
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Legal & Technical
    • Practice-Building
    • Marketing
    • The Ultimate Level
    • Coaching & Consulting
    • Referral Relationships
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Coaching & Consulting
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Coaching & Consulting
    • Free Resources
  • FREE CONSULTATION