| Like-kind exchanges |
1 |
5.0000 |
| Retirement planning - Qualifed plans, IRAs and Roth IRAs |
1 |
5.0000 |
| S corporation elections |
1 |
5.0000 |
| Sales tax |
1 |
5.0000 |
| Succession and exit planning (Liqudation of family business) |
1 |
4.0000 |
| Social Security Planning |
1 |
3.0000 |
| Planning for change in residency |
1 |
3.0000 |
| Retirement planning - Required minimum distribution planning |
1 |
3.0000 |
| Stock option planning |
1 |
3.0000 |
| Charitable planning - Donor Advised Funds |
1 |
3.0000 |
| IRC Section 469 Studies |
1 |
3.0000 |
| Planning for the Alternative Minimum Tax |
1 |
2.0000 |
| Artwork, planes, boats |
1 |
2.0000 |
| Divorce planning & Restructuring |
1 |
1.0000 |
| Pension Plan Review |
1 |
1.0000 |
| ESBTs & QSSTs as owners of closely-held stock |
1 |
1.0000 |
| Estate Planning |
1 |
1.0000 |
| Financial planning |
1 |
1.0000 |
| Foreign tax credit utilization |
1 |
1.0000 |
| Foreign trusts and partnerships |
1 |
1.0000 |
| Gifting - Family Limited Partnerships |
1 |
1.0000 |
| Generation Skipping Tax Review for Trust, Gift and Estate Tax Returns |
1 |
1.0000 |
| Charitable planning - CRUTs & CLTs |
1 |
1.0000 |
| IRC Section 1411 Grouping Elections |
1 |
1.0000 |
| Trust accountings |
1 |
1.0000 |
| Charitable planning - Private Foundations |
1 |
1.0000 |