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Authors
Posts by Jeff Stimpson
Jeff Stimpson
20 POSTS
0 COMMENTS
Wealth Protection
Wealthy Clients Could Get Hammered By Estate Tax In 2026
Jeff Stimpson
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March 13, 2023
0
Alternative Investments
Carried-Interest Tax Provision Safe, But Only For Now
Jeff Stimpson
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August 22, 2022
0
FA News
Paying Domestic Help Free Of Taxes Just Got Trickier
Jeff Stimpson
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June 27, 2022
0
ANNUITIES
How The Wealthy Use Private Annuities To Defer Investment Taxes
Jeff Stimpson
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April 25, 2022
0
FA News
Rich Turning To Securities-Based Loans For Easy, Tax-Free Money
Jeff Stimpson
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November 1, 2021
0
Defined Contribution Plans
Rich Clients Could Lose Their Roth IRA Wealth-Creation Tool
Jeff Stimpson
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October 31, 2021
0
FA News
Tax Traps Abound For Clients Changing States
Jeff Stimpson
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August 9, 2021
0
FA News
Using Life Insurance To Cushion Blow Of Estate Taxes
Jeff Stimpson
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July 19, 2021
0
Estate Planning
How Rich Clients Should Prepare For A Biden Estate Tax Regime
Jeff Stimpson
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June 28, 2021
0
Estate Planning
How Certain Trusts Soften The Blow Of Estate Tax Increases
Jeff Stimpson
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May 24, 2021
0
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