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      Posts by Admin

      From Ed Slott to Action: Using the 24% Bracket Before It Disappears

      October 1, 2025 | Virtual Event

      This webinar puts Ed Slott’s rule— “always pay taxes at the lowest rates”—into practice through a real-world case study. You’ll see exactly how we assess a couple’s...

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      Rescue, Refinance, or Reimagine: Premium Finance & Collateralized Whole Life in a High-Rate Era

      June 25, 2025 | Virtual Event
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      Buy-Sell Planning

      True Tax-Efficient Wealth Planning: A Sneak Peek at Our Exclusive Webinar

      February 20, 2025 | Virtual Event
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      Featured

      A Buy-Sell Agreement Shouldn’t Create a Tax Nightmare

      April 23, 2025 | Virtual Event
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