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Author Archives: Paul Caspersen
Net Unrealized Appreciate for Employee Stock Ownership
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2021 Federal Tax Guidelines
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Life Insurance
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What is the Date on that Gift?
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Introduction to Gifts of Intellectual Property
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Introduction to Nonqualified Annuities
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Introduction to Gifts of Agricultural Commodities
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The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution
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Section 7520 Interest Rates
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