Legal and Tax Trends Newsletters

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

A list of important dates from the Federal Tax Calendar

Tax Rates

Tables to enable you to find your federal marginal income tax rate

 

The Continuing Need for Life Insurance to Meet the Client's and Estate Planning Objectives - Feature Issue 2013.1  

ATRA Part I - Income Tax Planning Strategies- Feature Issue 2013.2 

 

ATRA Part 2 - Impact on Estate and Business Planning- Feature Issue 2013.3  

 

 
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Check the background of this financial professional on FINRA's BrokerCheck