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WP90X – Making the §6166 Election

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In this webinar, Ryan Barradas, CLU and Michael Kenneth, CPA of WealthPoint as well as Kristin Williams, J.D., LL.M. of PartnersFinancial discuss IRC §6166 as a methodology to pay for estate taxes. The presentation will explore the financial, legal and tax ramifications of this approach and how best to navigate it for affluent individuals and family groups. Real-life case studies will be reviewed.

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Whitepaper (SB) – Employee Incentive Planning

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