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Common Client Tax Planning Problems Cheat Sheet
CliffsNotes style solutions to some of clients' most taxing problems.
Matthew erskine
A grantor retained income
A grantor retained annuity
College planning
A charitable lead
Charitable remainder trust
Grantor type charitable lead
A qualified personal residence
Opportunity zone fund
A charitable lead annuity
Defective income
A charitable remainder
Uniform transfers
Minors act
Crummey trusts
Qualified tuition plan
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