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New Year Wishes for 2015
By
WealthCounsel Staff
on Dec 30, 2014 12:26:00 PM
At this special time of year, I look forward to the future with excitement but also look back on this year with deep appreciation for the many ways that you, our Members, have helped the
WealthCounsel
community grow and thrive.
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GST
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Gift and Estate Tax Exemption
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Grantor Trusts
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IRA Planning
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Retirement Planning
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Tax Cuts and Jobs Act
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children
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digital assets
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Stepped-Up Basis
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legacy planning
(1)
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(1)
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