Tax Strategies for the Affluent
Cannon’s Tax Strategies for the Affluent program will encompass advanced planning issues with trusts, estate, gift and income tax. Participants will also learn how to use annuities as a tax deferral strategy.
Advanced Planning Issues With Trusts—Estate, Gift and Income Tax Considerations
Irrevocable Trusts Created at Death
Irrevocable Trusts Created During Life
Advanced Planning Issues With Income Taxes
Using Annuities as a Tax Deferral Strategy
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