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Monthly Archive for: ‘May, 2012’

Tax Updates: Spring 2012

Our Tax Update presentation shows legislative updates that occurred in the first quarter.  It also highlights the tax implications previously enacted legislation and planning considering current and potential tax environments. Presentation Overview: Legislative Updates The Effect of the Bush Tax Cuts and Obama Health Care Reform Sunsetting Provisions – Estate Planning in 2012 His and Her IDITs Click this link …

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Quarterly Investment Review: 1st Quarter 2012

The 2012 First Quarter Investment review is now available. Click below to view.  

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