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Outlook 2019

Outlook 2019

We are pleased to announce the release of the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. After nearly 10 years of…

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Estate Tax Changes Under Recent Tax Acts

Estate Tax Changes Under Recent Tax Acts

BACKGROUND The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) was a sweeping piece of legislation that significantly changed the federal gift and estate tax and the GST tax for the years 2001 through 2010. The…

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Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

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