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Who Should Attend

Insurance Professionals

Attorneys

Financial Advisers

Estate Planners

CPAs, EAs, and Accountants

Any professional interested in a survey of strategies that go beyond the basics
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.