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Serving the Chicagoland area
600 W. Roosevelt Road
Wheaton, IL 60187
info@TEPLG.com
T: 630.871.8778
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The Wealth Counselor- A TEPLG Newsletter
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The Wealth Counselor is a once monthly electronic newsletter for allied professionals packed with specific planning tips and actionable ideas which can be integrated into your practice immediately. The focus is on making concepts that are sometimes challenging to convey understandable for you and your clients. Learn about tax changes, estate planning techniques, business succession strategies, working with special needs families and much more. Focused and useful.
Below you will find previous issues of The Wealth Counselor.
| 8/1/2011 |
Top Income Tax Planning Ideas for 2011 and 2012 |
| 7/5/2011 |
Income Tax Planning Concepts In Estate Planning |
| 6/1/2011 |
Working With Charities for Fun and Profit |
| 5/1/2011 | Harnessing the Power of Trusts to Help Your Clients and Grow Your Practice |
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Using A Limited Liability Company (LLC) To Transfer A Family Business |
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Planning with the $5 Million Gift Tax Exemption |
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Planning Opportunities Under 2010 Tax Act |
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Highlights of the New Estate, Gift and Generation-Skipping Tax Legislation |
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The State of the Federal Estate Tax |
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Transferring a Business to Key Employees |
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Business Exit Planning Using Charitable Strategies |
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Transferring Business Interests to Family Members: Sale of Non-Voting Stock Interests |
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Current Planning to Avoid the Future Health Care 3.8% "Surtax" |
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Understanding Business Transition Strategies |
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Trust & Estate Litigation: Its Common Causes |
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Special Needs Planning for Affluent Clients |
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The Continuing Significance of Non-Qualified Deferred Compensation |
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Motivating Clients to Plan Now: Taking Advantage of Low Interest Rates and More |
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The 2010 Basis "Step-Up" Rules |
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Planning After "Repeal" of the Federal Estate Tax |
