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Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan, '20) Upvoted: 22 Jul, '20 Comments: 0
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Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 13 Feb, '20 Comments: 0
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Roadmap to the Code of Ethics and Standards of Conduct - Checklist - Appendix 4 and 5 from CFP Board

Suggested by: J.C. Corrigan (06 Sep, '19) Upvoted: 20 Sep, '19 Comments: 0
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Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
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Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul, '19) Upvoted: 24 Mar, '20 Comments: 0
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SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
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When are clients required to file an annual gift tax return?

Suggested by: Trudy (20 Mar, '19) Upvoted: 22 Aug, '20 Comments: 0
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What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
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How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
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In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) Upvoted: 25 Jun, '20 Comments: 0
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How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
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Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 22 Jul, '20 Comments: 0
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Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
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fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
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Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
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Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
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CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr, '20) Upvoted: 09 Apr, '20 Comments: 1
Done

What Issues Should We Consider When Combining Finances with a Partner?

Suggested by: James Hindes (25 Feb) Upvoted: 25 Feb Comments: 0
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Checklist for filing taxes post divorce

Suggested by: Dan Suiter (24 Feb) Upvoted: 24 Feb Comments: 0
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Elder Care Checklist

Suggested by: emily@fppathfinder.com (19 Feb) Upvoted: 19 Feb Comments: 0
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One-Page Financial Plan Questionnaire/Report

Suggested by: Sreeni (12 Feb) Upvoted: 12 Feb Comments: 0
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Addressing concentrated stock position

Suggested by: James Brewer (29 Jan) Upvoted: 29 Jan Comments: 0
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Tax Preperation Checklist

Suggested by: Scott Leonard (28 Jan) Upvoted: 28 Jan Comments: 0
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SIMPLE IRA Workflow outlining eligibility, contribution limits, employer contributions

Suggested by: Steve Hoglund (28 Jan) Upvoted: 28 Jan Comments: 0
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rule of 55

Suggested by: Shawn Glogowski (27 Jan) Upvoted: 27 Jan Comments: 0
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Preparing for retirement- Federal Employee

Suggested by: Michael Kolasa (16 Jan) Upvoted: 16 Jan Comments: 0
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Options when an individual inherits an annuity upon parents passing away.

Suggested by: Jim Erwin (07 Jan) Upvoted: 07 Jan Comments: 0
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Sell or Keep Income Producing Property

Suggested by: Joe Irish (28 Dec, '20) Upvoted: 28 Dec, '20 Comments: 0
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Do You Qualify for Earned Income Credit (EIC)?

Suggested by: Ben Rickey (22 Dec, '20) Upvoted: 22 Dec, '20 Comments: 0
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Should I lump or bunch a charitable donation this year?

Suggested by: Jim (11 Dec, '20) Upvoted: 11 Dec, '20 Comments: 0
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Contributing to multiple retirement plans

Suggested by: Chris Toadvine (10 Dec, '20) Upvoted: 10 Dec, '20 Comments: 0
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Possible tax changes from new Administrations Policy Proposals

Suggested by: Eric Jackson (25 Nov, '20) Upvoted: 25 Nov, '20 Comments: 0
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What we need to know when getting a Home Equity Line of Credit

Suggested by: Pam Horack (17 Nov, '20) Upvoted: 17 Nov, '20 Comments: 0
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deferred compensation

Suggested by: Todd Pouliot (17 Nov, '20) Upvoted: 17 Nov, '20 Comments: 0
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Qualified Small Business Stock Checklist

Suggested by: Judd (21 Oct, '20) Upvoted: 21 Oct, '20 Comments: 0
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Death of an Individual

Suggested by: Ian Harris (09 Oct, '20) Upvoted: 09 Oct, '20 Comments: 0
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2020 ยท WHAT ISSUES SHOULD I CONSIDER FOR MY AGING PARENTS?

Suggested by: Christina Gamache (07 Oct, '20) Upvoted: 07 Oct, '20 Comments: 0
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REG BI Rollover Compliance

Suggested by: bruce ROBERTS (07 Oct, '20) Upvoted: 07 Oct, '20 Comments: 0
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Successor Beneficiaries

Suggested by: DEDE (02 Oct, '20) Upvoted: 02 Oct, '20 Comments: 0
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Checklist for Retiring (and Dying) Parents of an Adult Disabled Non-Working Child Collecting SSDI

Suggested by: Marc Shaffer (29 Sep, '20) Upvoted: 29 Sep, '20 Comments: 0
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Ways to reduce capital gains taxes on a business or special asset sale

Suggested by: Christina Gamache (21 Sep, '20) Upvoted: 21 Sep, '20 Comments: 0
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Should I work with a financial advisor or do it myself?

Suggested by: Martin Hurlburt (15 Sep, '20) Upvoted: 15 Sep, '20 Comments: 0
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Appointment Checklist

Suggested by: Mike (02 Sep, '20) Upvoted: 02 Sep, '20 Comments: 0
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Issue to consider before year-end 2020 - increased charitable deductions

Suggested by: Suzanne Himes (18 Aug, '20) Upvoted: 18 Aug, '20 Comments: 0
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Tax advantage for nursing home care

Suggested by: Scott Lund (14 Aug, '20) Upvoted: 14 Aug, '20 Comments: 0
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Qualifying for a Mortgage as a Business Owner

Suggested by: Jacquelin (20 Jul, '20) Upvoted: 20 Jul, '20 Comments: 0
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When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul, '20) Upvoted: 10 Jul, '20 Comments: 0
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Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun, '20) Upvoted: 17 Jun, '20 Comments: 0
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Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun, '20) Upvoted: 04 Jun, '20 Comments: 0
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How to maximize HSA contributions.

Suggested by: Michael L. Thompson (23 Apr, '20) Upvoted: 23 Apr, '20 Comments: 0
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