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The Wealth Counselor - Volume 6, Issue 3
Planning with the $5 Million Gift Tax Exemption

The Wealth Counselor - Volume 6, Issue 2
Planning Opportunities Under 2010 Tax Act

The Wealth Counselor - Volume 6, Issue 1
Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation

The Wealth Counselor - Volume 5, Issue 12
The State of the Federal Estate Tax

The Wealth Counselor - Volume 5, Issue 11
Transferring a Business to Key Employees

The Wealth Counselor - Volume 5, Issue 10
Business Exit Planning Using Charitable Strategies

The Wealth Counselor - Volume 5, Issue 9
Transferring Business Interests to Family Members: Sale of Non-Voting Stock Interests to Grantor Dynasty Trusts

The Wealth Counselor - Volume 5, Issue 8
Current Planning to Avoid the Future Health Care 3.8% "Surtax"

The Wealth Counelsor - Volume 5, Issue 7
Understanding Business Transition Strategies

The Wealth Counselor - Volume 5, Issue 6
Trust & Estate Litigation: Its Common Causes

The Wealth Counselor - Volume 5, Issue 5
Special Needs Planning for Affluent Clients

The Wealth Counselor - Volume 5, Issue 4
The Continuing Significance of Non-Qualified Deferred Compensation

The Wealth Counselor - Volume 5, Issue 3
Motivating Clients to Plan Now: Taking Advantage of Low Interest Rates and More

The Wealth Counselor - Volume 5, Issue 2
The 2010 Basis "Step-Up" Rules

The Wealth Counselor - Volume 5, Issue 1
Planning After "Repeal" of the Federal Estate Tax

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| Phone: 406-727-2200

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