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Home Authors Posts by Jeff Stimpson

Jeff Stimpson

41 POSTS 0 COMMENTS
How Certain Trusts Soften The Blow Of Estate Tax Increases
Estate Planning

How Certain Trusts Soften The Blow Of Estate Tax Increases

Jeff Stimpson -
May 24, 2021
0
Tax-Filing Relief Can Open Door For Opportunity Zone Investing
Alternative Investments

Tax-Filing Relief Can Open Door For Opportunity Zone Investing

Jeff Stimpson -
February 16, 2021
0
How Wealthy Clients Can Turn 2021 Into A Friendly Tax Year
FA News

How Wealthy Clients Can Turn 2021 Into A Friendly Tax Year

Jeff Stimpson -
January 11, 2021
0
How Biden’s Tax Proposals Might Sting Wealthy Clients
FA News

How Biden’s Tax Proposals Might Sting Wealthy Clients

Jeff Stimpson -
November 23, 2020
0
Presidential Race Upends Year-End Tax Planning
FA News

Presidential Race Upends Year-End Tax Planning

Jeff Stimpson -
November 2, 2020
0
Clients Have A New Option For High Tax Debt
FA News

Clients Have A New Option For High Tax Debt

Jeff Stimpson -
September 21, 2020
0
Higher Taxes For Wealthy A Stark Possibility In Wake Of Virus
Estate Planning

Higher Taxes For Wealthy A Stark Possibility In Wake Of Virus

Jeff Stimpson -
June 15, 2020
0
Charitable Donors Get New Perks From CARES Act
CHARITABLE GIVING

Charitable Donors Get New Perks From CARES Act

Jeff Stimpson -
May 18, 2020
0
What Wealthy Clients Need to Know About The SECURE Act
401k

What Wealthy Clients Need to Know About The SECURE Act

Jeff Stimpson -
January 27, 2020
0
How To Protect Ultra-Affluent Clients’ Assets From A Wealth Tax
Estate Planning

How To Protect Ultra-Affluent Clients’ Assets From A Wealth Tax

Jeff Stimpson -
December 30, 2019
0
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