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America's Top Planner | The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners

Join us and gain access to new planning solutions submitted from many of the top planners across America, as well as virtual networking opportunities with subject matter experts, and complimentary promotional services for you and your firm. [ezcol_1third][/ezcol_1third] [ezcol_1third][/ezcol_1third] [ezcol_1third_end][/ezcol_1third_end] Idea Forum - At A Glance [notdevice]Join over 70,000 planning professionals and discover new ideas: [ezcol_1quarter][/ezcol_1quarter] [ezcol_3quarter_end]Planning …

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America's Top Planner | The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners | americastopplannerevent.com Reviews

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Join us and gain access to new planning solutions submitted from many of the top planners across America, as well as virtual networking opportunities with subject matter experts, and complimentary promotional services for you and your firm. [ezcol_1third][/ezcol_1third] [ezcol_1third][/ezcol_1third] [ezcol_1third_end][/ezcol_1third_end] Idea Forum - At A Glance [notdevice]Join over 70,000 planning professionals and discover new ideas: [ezcol_1quarter][/ezcol_1quarter] [ezcol_3quarter_end]Planning …

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America's Top Planner | The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners | americastopplannerevent.com Reviews

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Join us and gain access to new planning solutions submitted from many of the top planners across America, as well as virtual networking opportunities with subject matter experts, and complimentary promotional services for you and your firm. [ezcol_1third][/ezcol_1third] [ezcol_1third][/ezcol_1third] [ezcol_1third_end][/ezcol_1third_end] Idea Forum - At A Glance [notdevice]Join over 70,000 planning professionals and discover new ideas: [ezcol_1quarter][/ezcol_1quarter] [ezcol_3quarter_end]Planning …

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Our Commitment – America's Top Planner

http://www.americastopplannerevent.com/our-commitment

America's Top Planner. The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners. Our team at America’s Top Planner has one goal in mind:. We want to help you expand your practice through networking, idea sharing, and collaborating with the VERY best and brightest subject matter experts in estate, retirement, business, wealth-transfer, and tax planning. To learn more about how we can help you. America’s Top Planner is brought to you by Cavalier Associates. Additional...

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You’re Invited – America's Top Planner

http://www.americastopplannerevent.com/contest/event-details

America's Top Planner. The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners. Join us October 1 & 2, 2015 at the Fairmont Hotel. The Live Finale will start at 10:00 am on October 1, followed by a lunch at 12:00 pm and a networking event beginning at 5:30 pm. Grand Prize: $25,000. First Runner-up: $10,000. Second Runner-up: $5,000. Judges will score each Finalist live on a 50-point scale after each presentation, using the following five categories:.

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Submit Your Idea – America's Top Planner

http://www.americastopplannerevent.com/contest/submit-your-idea

America's Top Planner. The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners. America’s Top Planner is the. Nationwide quest to uncover the VERY best planners in America. Submit your planning idea today to be featured in our Idea Forum. And gain exposure to more than 70,000 insurance professionals, CPAs, lawyers who specialize in tax and estate, and financial advisors. Submit: 3 Easy Steps. Fill out and submit the Get Started web form located to the right.

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Al Arias: Maximizing Tax Savings for High Net-Worth Individuals – America's Top Planner

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America's Top Planner. The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners. Al Arias: Maximizing Tax Savings for High Net-Worth Individuals. Al Arias, CPA. CEO, A.V. Arias & Co. Connect with Al Arias. Fill out the form below to learn more about this planning idea. 1MM or more in taxable income. Someone having $5MM in liquid net worth and taxable income of $1MM per year. At least every year. Effective Use of Ownership Entities. Thoughtful Use of Situs. Just as r...

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Brett Ellen: Part 1 – Tax Diversification, Non-Qualified Deferred Compensation, and the Planned Roth IRA Conversion – America's Top Planner

http://www.americastopplannerevent.com/idea-forum/brett-ellen-tax-diversification-non-qualified-deferred-compensation-and-the-planned-roth-ira-conversiom

America's Top Planner. The quest to find America’s best estate, retirement, business, wealth-transfer, or tax planners. Brett Ellen: Part 1 – Tax Diversification, Non-Qualified Deferred Compensation, and the Planned Roth IRA Conversion. Tax Diversification, Non-Qualified Deferred Compensation, and the Planned Roth IRA Conversion. Read part two here. How to Preserve the Corporate Deduction for Salary Deferrals. Read part three here. Self-Insurance Plans Open Up Additional Planning Opportunities. Most smal...

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