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Planning after tax changes
Jan 28, 2026
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The Top 10 Tax Planning Ideas for 2025
Dec 15, 2025
973.5 KB
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Charity & Tax Code: Best Strategies for Current Economy & Financial Markets
Dec 15, 2025
1:30:37
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Delaware Statutory Trusts (DSTs)
Dec 04, 2025
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AI and Technology Updates for Financial Planning Practices
Nov 20, 2025
1:24:32
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Year-End Planning Through the Lens of H.R. 1
Nov 12, 2025
1:51:00
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Vol. 3 - The Adviser’s Guide to Financial & Estate Planning – 16th Ed
Oct 21, 2025
2.5 MB
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PFP Tax Bracket Management Chart
Oct 03, 2025
842.4 KB
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Prudent Practices for Investment Advisors and Investment Stewards
Oct 01, 2025
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Decoding Trusts and Wills: Provisions for PFP Practitioners
Sep 11, 2025
1:26:59
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Tax Trifecta Trust after H.R. 1, known as the One Big Beautiful Bill Act
Jul 31, 2025
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Charitable planning post OBBBA rules
Jul 31, 2025
256.4 KB

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