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RESOURCES FOR INFORMED PLANNERS
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Premium Guides
2024 · TCJA SUNSET PROVISION COMPARISON GUIDE
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Jun 15
2025 · WILL THE DEDUCTIBILITY OF MY RETIREMENT PLAN CONTRIBUTIONS BE IMPACTED BY THE QBI RULES?
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Jun 15
2025 · CAN I DO A NET UNREALIZED APPRECIATION (NUA) DISTRIBUTION?
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Jun 15
2025 · WHAT ISSUES SHOULD I CONSIDER WHEN DOING A SECTION 1035 EXCHANGE?
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Jun 15
2025 · WHAT ISSUES SHOULD I CONSIDER REGARDING MY RESTRICTED STOCK UNITS?
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Jun 15
2025 · WHAT ISSUES SHOULD I CONSIDER REGARDING MY INCENTIVE STOCK OPTIONS?
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Jun 15
2025 · WHAT ISSUES SHOULD I CONSIDER REGARDING MY NON-QUALIFIED STOCK OPTIONS?
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Jun 15
2025 · WILL I HAVE TO PAY TAX ON MY QUALIFIED ESPP?
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Jun 15
2025 · WHAT IS MY BASIS FOR THIS GIFTED PROPERTY I RECEIVED?
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Jun 15
2025 · WILL I RECEIVE A STEP-UP IN BASIS FOR THE APPRECIATED PROPERTY I INHERITED?
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Jun 15
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