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This article appeared in the March 2019 Journal of Financial Service Professionals.

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Program Overview A note sale of an appreciating asset to an Intentionally Defective Grantor Trust (IDGT) is a planning strategy that can help to minimize estate and gift taxes. An individual sells their assets to the IDGT, commonly using an installment note at fair market interest.  A potential disadvantage of an installment sale to a [...]

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This article appeared in the September 2019 Journal of Financial Service Professionals.

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$89.00

Buy clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals. 

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$129.00 $89.00

Program Overview Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored. Attendees will learn: The practical impact of the [...]

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$19.00

This article appeared in the March 2018 Journal of Financial Service Professionals. 

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