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A client can spend his entire career accumulating assets—and then lose them in one nasty lawsuit. Take action now to help clients shield their assets from creditors, as well as from excessive taxation.
Transferring assets to family members with ease involves choosing the technique that works best for your client.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024