The following article has been posted on the Wealth Strategies Journal 2.0:2008 Year-End Tax Planning, by Bradley M. Van Buren....
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The following article has been posted on the Wealth Strategies Journal:Managing Retirement Portfolio Withdrawals in Turbulent Times: Precautionary Savings, Investment Reserves and Mid-Term Adjustments, by Patrick Collins...
The following article has been posted on the Wealth Strategies Journal:The Emergency Economic Stabilization Act of 2008, by Alvin M. Feit & Kevin C. Jones....
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The following articles have now been posted on the Wealth Strategies Journal and are available for download: Planning Through Economic Turmoil, by Martin M. ShenkmanChoices: "Recent Tax Guidance on Private Trust Companies, Family Co-Trustees and Distribution Committees: Notice 2008-63," by...
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The following articles from the May/June 2007 issue of the Wealth Strategies Journal are available for download: Family Incentive Trusts: Dynamic New Approach Employing Trust Distributions to Communicate Family Values and to Promote Productivity and Performance in Beneficiaries by James...