March/April planner is available


The March/April 2011 issue of Planner is now available. Don't miss this issue's articles, including: The Tax Relief Act and Capital Gains Taxes, Best Planning Ideas with Daniel Rubin (Dan shares his thoughts on gift tax, credit shelter trusts, asset protection trusts and trustees), Increasing Cross Referrals and Profits by Reducing Portfolio Surprises and a special PFP News update featuring 2010 AICPA PFP Distinguished Service Award Winner, Irv Rothenberg. Visit here to access the March/April Planner.

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