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Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers: Gary Zwick, JD, LLM., CPA
Competence: Technical | Level: Advanced | Session Rating: 4.52 | Year: 2013
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
ESOP 101: Who, What and Why an ESOP Over Other Exit Planning Options
Speakers: Rick Jaye, AIF, CRC
Competence: Technical | Level: Basic | Session Rating: 4.80 | Year: 2020
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance
Speakers: Jonathan Barrera
Competence: Technical | Level: Advanced | Session Rating: 3.00 | Year: 2019
Categories: Business Planning, Qualified Plans
Recording Type: Webinar

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