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Home Authors Posts by Jeff Stimpson

Jeff Stimpson

20 POSTS 0 COMMENTS
Wealthy Clients Could Get Hammered By Estate Tax In 2026
Wealth Protection

Wealthy Clients Could Get Hammered By Estate Tax In 2026

Jeff Stimpson -
March 13, 2023
0
Carried-Interest Tax Provision Safe, But Only For Now
Alternative Investments

Carried-Interest Tax Provision Safe, But Only For Now

Jeff Stimpson -
August 22, 2022
0
Paying Domestic Help Free Of Taxes Just Got Trickier
FA News

Paying Domestic Help Free Of Taxes Just Got Trickier

Jeff Stimpson -
June 27, 2022
0
How The Wealthy Use Private Annuities To Defer Investment Taxes
ANNUITIES

How The Wealthy Use Private Annuities To Defer Investment Taxes

Jeff Stimpson -
April 25, 2022
0
Rich Turning To Securities-Based Loans For Easy, Tax-Free Money
FA News

Rich Turning To Securities-Based Loans For Easy, Tax-Free Money

Jeff Stimpson -
November 1, 2021
0
Rich Clients Could Lose Their Roth IRA Wealth-Creation Tool
Defined Contribution Plans

Rich Clients Could Lose Their Roth IRA Wealth-Creation Tool

Jeff Stimpson -
October 31, 2021
0
Tax Traps Abound For Clients Changing States
FA News

Tax Traps Abound For Clients Changing States

Jeff Stimpson -
August 9, 2021
0
Using Life Insurance To Cushion Blow Of Estate Taxes
FA News

Using Life Insurance To Cushion Blow Of Estate Taxes

Jeff Stimpson -
July 19, 2021
0
How Rich Clients Should Prepare For A Biden Estate Tax Regime
Estate Planning

How Rich Clients Should Prepare For A Biden Estate Tax Regime

Jeff Stimpson -
June 28, 2021
0
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
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