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Tax Planning


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An Attorney’s Perspective: The Good, The Bad & The Ugly of Working with Financial Professionals
May 22, 2024
Jill L. Miller, Esq. Jill L. Miller, Esq.
New Trends in Vacation Home Planning
April 24, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Determining Your Client’s Retirement Income Style
March 27, 2024
Wade D. Pfau, PhD, CFA, RICP Wade D. Pfau, PhD, CFA, RICP
Working with a Client who serves a Trustee
February 28, 2024
Michelle R. Diamond Michelle R. Diamond
What every financial professional NEEDS to know about the CTA
February 6, 2024
Thomas Tietz, Esquire Thomas Tietz, Esquire
Planning for the End of TCJA
January 24, 2024
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Tax Planning with Holistiplan
November 1, 2023
Emily Joles, CFP®, EA Emily Joles, CFP®, EA
The Prior Year Tax Return Says A Lot!
June, 14, 2023
James R. Sommerville, CPA, PLLC James R. Sommerville, CPA, PLLC
Taxation of Non-Qualified Annuities-Tips, Traps, and Strategies
April 5, 2023
Joel A. Koeniguer, CLU®, ChFC® Joel A. Koeniguer, CLU®, ChFC®
Beneficiary Planning with SECURE 
March 28, 2023
Jeffrey Richard Hoenle Jeffrey Richard Hoenle
Planning under SECURE 2.0
January 25, 2023
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Power of the “Defective” Grantor Trust
December 7, 2022
Brian E. Raftery Esq. Brian E. Raftery Esq.
The Gift of Giving--How Charitable Planning Techniques Fit Into a Financial Plan
November 22, 2022
Gregg R. Fortune, CFP, CFS, AEP, ChFC Gregg R. Fortune, CFP, CFS, AEP, ChFC
The SECURE Act & New Proposed IRS Regulations
September 28, 2022
Jay Kautt, JD Jay Kautt, JD
The Power of the MEC
March 30, 2022
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
August 11, 2021
Richard Hillson Richard Hillson
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Options for dealing with a Notice from the IRS
May 12, 2021
Venar Ayar Venar Ayar
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Addressing Deferred Interest Build-up
February 25, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
July 8, 2020
Brian E. Raftery Esq. Brian E. Raftery Esq.
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Basics of Income Planning
The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP