23 results on '"Foss, Mary"'
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2. Estate Tax Tinkering: Portability in the Not-so-boring Twenties
3. A 'FINAL' RETURN: Income Tax Planning for a Client's Passing
4. Taxing Decisions: Estate Planning & Battling Rising Education Costs
5. It Ain't Easy
6. What's In SECURE? It's Not Just About Retirement Enhancement
7. Sec. 67 Rundown: How to Handle Excess Deductions After 2017
8. Did You Know...? Estate Planning Facts for You and Your Clients
9. What to trust: update on portability and trust strategies
10. The year of the gift tax: now is the time to lock in estate tax savings
11. Roth IRA changes: conversions in 2010 and beyond
12. Breaking up: income tax aspects of retirement plan divisions
13. Back to school: following the PATH for higher education funding
14. Shifting focus: estate planning transformed
15. Planning to Avoid Tax on Early Distributions
16. The magic age: planning for life after age 70.5
17. Certain uncertainty: what is happening to estate and gift taxes?
18. Penalty free: steps to help your senior clients avoid RMD penalties
19. New IRA trust rulings: IRS making it difficult to use 'separate share' trusts
20. The Bypass Trust: Using Disclaimers to Manage Large IRA Balances
21. Calculate basis for immediate tax savings
22. The opportunity that wasn't. (Federal Taxes)
23. Divorce and the qualified retirement plan.
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