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#286 | What is a QTIP Trust and Can It Reduce Estate Taxes? #286 | What is a QTIP Trust and Can It Reduce Estate Taxes?

What is a QTIP Trust and Can It Reduce Estate Taxes?I love comments. I make these videos..
New Bill To Make Social Security TAX FREE | You Earned it, You Keep It New Bill To Make Social Security TAX FREE | You Earned it, You Keep It

New Bill To Make Social Security TAX FREE | You Earned it, You Keep ItDave Zoller, CFP®🍀Get The..
Tax planning for Individuals | Only 1 week left for March end | CA Rachana Ranade Tax planning for Individuals | Only 1 week left for March end | CA Rachana Ranade

✔️With Ditto, you don’t just compare Insurance, you simply understand it. Get personalized and..
Year in magazines — download and read every 2023 issue of Financial Planning Year in magazines — download and read every 2023 issue of Financial Planning

Explore the last year in Financial Planning magazines. Read each article, or download a digital..
AIA Scholarships Awarded to Aspiring Accountants from the Commonwealth and UK AIA Scholarships Awarded to Aspiring Accountants from the Commonwealth and UK

AIA is delighted to announce the recipients of the 2024 AIA Scholarships, funded by the AIA..
Finance disruptor launches mobile app for student expenses Finance disruptor launches mobile app for student expenses

One of the fastest growing UK companies of 2024, cloud accounting software developer iplicit,..
3 Minutes with Jo Edwards 3 Minutes with Jo Edwards

Introducing Jo, the Managing Director of JE Consulting. Jo is a visionary leader in strategic..
An Entire Estate Planning Seminar in 14 Minutes An Entire Estate Planning Seminar in 14 Minutes

To request a free zoom video meeting to design your estate plan, click the following link and..
Unlock the Potential of Northern Louisiana: Resources for Businesses Unlock the Potential of Northern Louisiana: Resources for Businesses

Discover the resources available for businesses in northern Louisiana. From grants and loans to..
Sweeney Legal - Elder, Estate Planning, Tax & Business Law Sweeney Legal - Elder, Estate Planning, Tax & Business Law

Sweeney Legal practices Elder, Estate Planning, Business and Tax Law in Fairfield County CT and..
Common Medicaid Myths Dispelled Common Medicaid Myths Dispelled

Many people make it through their entire working years without ever needing to rely on Medicaid to..
How Does a Step-Up in Basis Benefit My Estate Plan? How Does a Step-Up in Basis Benefit My Estate Plan?

Although your focus may be on deciding how to distribute your assets when you are creating your..
How Big Earners Reduce their Taxes to Zero How Big Earners Reduce their Taxes to Zero

How Million Dollar Earners can Reduce Taxes to ZeroGrant Cardone will show you how to reduce your..
International Women’s Day with Caroline Hobden International Women’s Day with Caroline Hobden

International Women’s Day (IWD) is a day celebrating the social, economic, cultural, and political..
Creative Planning buys Mesirow's $13B corporate retirement practice Creative Planning buys Mesirow's $13B corporate retirement practice

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions,..
Labor Department proposal kicks off industry's next fiduciary fight Labor Department proposal kicks off industry's next fiduciary fight

A potential regulation called the retirement security rule is already facing pushback. Here are the ..
The Evolving Business Landscape of Northern Louisiana The Evolving Business Landscape of Northern Louisiana

Discover how Northern Louisiana's business landscape has changed over time due to oil & gas..
How advisors can handle UHNW family crises: Morgan Stanley panel How advisors can handle UHNW family crises: Morgan Stanley panel

From fielding self-harm threats to handling family estate feuds, here's how an advisor can..
iwoca SME Expert Index: Recession concerns drop by a third in a year, as small businesses demand.. iwoca SME Expert Index: Recession concerns drop by a third in a year, as small businesses demand..

SME anxieties regarding a potential recession have eased by a third (32%) since  Q4 2022, though..
NEW 2023 Estate and Gift Tax Rules | When Will Taxes Apply? NEW 2023 Estate and Gift Tax Rules | When Will Taxes Apply?

The Estate and Gift Tax exemption levels have again increased for 2023 under the 2017 Tax Cuts and..
How to green the books How to green the books

Accountants are the most trusted outside advisors most small businesses have. This leads to..
HMRC Business Enquiry/ HMRC Corporate Enquiry HMRC Business Enquiry/ HMRC Corporate Enquiry

A large business tax enquiry / corporate tax enquiry is carried out by HMRC’s ‘Large Business’..
Doing Business in Northern Louisiana: A Comprehensive Guide Doing Business in Northern Louisiana: A Comprehensive Guide

Doing business in Northern Louisiana can be a great opportunity for entrepreneurs. This..
Unlock Government Incentives and Programs for Businesses in Northern Louisiana Unlock Government Incentives and Programs for Businesses in Northern Louisiana

Are you a business owner in northern Louisiana looking for government incentives or programs? Learn ..
How client portals can supercharge the advisor-client relationship How client portals can supercharge the advisor-client relationship

New FPA and eMoney research finds that financial planners who actively integrate a client portal..
Tax Extensions: How To Avoid Penalties and Interest Tax Extensions: How To Avoid Penalties and Interest

In this video, I break down the important details you need to know about tax extensions, avoiding..
IRIS Software Group cements position as leading provider of cloud-based accountancy solutions IRIS Software Group cements position as leading provider of cloud-based accountancy solutions

IRIS Software Group (IRIS) is today unveiling the significant growth and market adoption of its..
Jeremy Hunt Gives Accountants a Big To-Do List for Christmas Jeremy Hunt Gives Accountants a Big To-Do List for Christmas

Don’t book your annual leave yet – Jeremy Hunt has just handed accountants quite a job to do before ..
Anti-money laundering and accounting: 2024 predictions Anti-money laundering and accounting: 2024 predictions

The National Crime Agency estimates that between £36 billion and £90 billion is laundered in the UK ..
What Goes Into a Complete Stakeholder Management Plan? What Goes Into a Complete Stakeholder Management Plan?

Creating a complete Stakeholder Management Plan will enable you to define and document the tasks..
Six Cloud Computing Trends to Watch Six Cloud Computing Trends to Watch

Cloud computing has transformed the way businesses operate, from storage and networking to..
The Rise of Online Businesses in Bexar County, TX The Rise of Online Businesses in Bexar County, TX

Discover the impact of technology on businesses in Bexar County, TX and how many of them offer..
The Most Effective Marketing Strategies for Businesses in Bexar County, TX The Most Effective Marketing Strategies for Businesses in Bexar County, TX

Discover the most commonly used marketing strategy by businesses in Bexar County, TX and how it can ..
The Average Age of Businesses in Bexar County, TX The Average Age of Businesses in Bexar County, TX

Discover the average age of businesses in Bexar County, TX and how it impacts the local economy...
Alternative Care Communities for Seniors Alternative Care Communities for Seniors

Over the last several decades, the population of seniors in the United States – and worldwide – has ..
MyVest rolls out transition planning, risk management and analysis upgrades for advisors MyVest rolls out transition planning, risk management and analysis upgrades for advisors

The West Coast firm has new tools to manage both asset class drift and what ifs in client..
Unlocking the Potential of Northern Louisiana's Technology Sector Unlocking the Potential of Northern Louisiana's Technology Sector

Discover how businesses can leverage northern Louisiana's technology sector for a competitive edge. ..
What Are the Fees for Getting a Loan in Baltimore County? What Are the Fees for Getting a Loan in Baltimore County?

Learn about the fees associated with getting a loan from a lender in Baltimore County and how the..
Networking Opportunities for Entrepreneurs in Aurora, Colorado: Unlock Your Potential Networking Opportunities for Entrepreneurs in Aurora, Colorado: Unlock Your Potential

Are you an aspiring entrepreneur or a current business owner in Aurora, Colorado looking to expand..
What Is the Difference between a HIPAA Authorization and a Healthcare Power of Attorney? What Is the Difference between a HIPAA Authorization and a Healthcare Power of Attorney?

The ability to make your own healthcare decisions is likely something you take for granted. After..