Search for tag: "gifts"

Lunch & Learn Featuring Pat Roenigk Top 10… duration 32 minutes 52 seconds Lunch & Learn Featuring Pat Roenigk Top 10… Lunch & Learn Featuring Pat Roenigk Top 10 Tips for Planning a Gift to Penn State	Lunch & Learn Featuring Pat Roenigk Top 10 Tips for Planning a Gift to Penn State Gift planning is an art that combines financial planning, estate planning, and tax planning techniques to enable donors to make gifts of surprising significance, often with dramatic tax and financial… gift income tax money gifts trust deduction plans charity opportunity plan funds lot donor assets distributions annuity place estate thing From Lindsey Zapletal 0 likes 14 plays 0
FIN 430 Generation Skipping Tax duration 30 seconds FIN 430 Generation Skipping Tax FIN 430 Generation Skipping Tax	FIN 430 Generation Skipping Tax tax client grandchildren transfers wealth transfer generation gifts lifetime taxation future assets death gift From CEI Group 0 likes 85 plays 0
FIN 430 Module 2 Gift Tax 2 duration 56 seconds FIN 430 Module 2 Gift Tax 2 FIN 430 Module 2 Gift Tax 2	FIN 430 Module 2 Gift Tax 2 tax gift irs gifts sense barbara attorney ears deaf implications accountant client audit mind issue documents reporting standpoint person question From CEI Group 0 likes 69 plays 0