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Authors
Posts by Jeff Stimpson
Jeff Stimpson
41 POSTS
0 COMMENTS
Estate Planning
How Certain Trusts Soften The Blow Of Estate Tax Increases
Jeff Stimpson
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May 24, 2021
0
Alternative Investments
Tax-Filing Relief Can Open Door For Opportunity Zone Investing
Jeff Stimpson
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February 16, 2021
0
FA News
How Wealthy Clients Can Turn 2021 Into A Friendly Tax Year
Jeff Stimpson
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January 11, 2021
0
FA News
How Biden’s Tax Proposals Might Sting Wealthy Clients
Jeff Stimpson
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November 23, 2020
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FA News
Presidential Race Upends Year-End Tax Planning
Jeff Stimpson
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November 2, 2020
0
FA News
Clients Have A New Option For High Tax Debt
Jeff Stimpson
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September 21, 2020
0
Estate Planning
Higher Taxes For Wealthy A Stark Possibility In Wake Of Virus
Jeff Stimpson
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June 15, 2020
0
CHARITABLE GIVING
Charitable Donors Get New Perks From CARES Act
Jeff Stimpson
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May 18, 2020
0
401k
What Wealthy Clients Need to Know About The SECURE Act
Jeff Stimpson
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January 27, 2020
0
Estate Planning
How To Protect Ultra-Affluent Clients’ Assets From A Wealth Tax
Jeff Stimpson
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December 30, 2019
0
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