Spring 2012 EGT Outline
Business Valuation
Preserving Your Financial Resources Development Office
For producer use only. Not for presentation to the public. OLA 1371 1009 Premium Financing Loan Exit Strategies.
Estate Planning Strategies The Closely Held Business Presented by: Louis C. Grassi, CPA, CFE – Managing Partner and CEO.
Norton Healthcare Foundation Values-Based Legacy Planning Presenters: Lynnie Meyer, MSN, R.N., CFRE Dave Smith Copyright 2013@All rights reserved.
The Ten Things I Wish I Had Asked My Lawyer
Tax Tips for Real Estate Investors By: Allan Madan, CPA, CA Madan Chartered Accountant.
Tax Policy Center Urban Institute and Brookings Institution A Model of the Estate Tax Len Burman Bill Gale Jeff Rohaly April 29, 2004 Presentation for.
For Agent use only. This material may not be used with the public. Planning Opportunities in the Current Tax Environment The American Taxpayer Relief Act.
THE INTERNATIONAL SOCIETY OF APPRAISERS THE APPRAISAL PROCESS.
©2013, College for Financial Planning, all rights reserved. Module 3 The Federal Estate Tax CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION.