Reviews written by doug@capitalachievements.com

208 results - showing 126 - 150  
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Tax Planning For The Sale of A Business
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doug@capitalachievements.comdoug@capitalachievements.com   October 17, 2018
5.0
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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)
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doug@capitalachievements.comdoug@capitalachievements.com   October 08, 2018
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2018 Year-End Tax Guidance For Investment Advisers
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doug@capitalachievements.comdoug@capitalachievements.com   September 19, 2018
4.0
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Proposed Regulations Specified Service Trades Or Businesses: Section 199A
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doug@capitalachievements.comdoug@capitalachievements.com   August 29, 2018
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Visualizing The Impact Of Various Withdrawal Rates
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doug@capitalachievements.comdoug@capitalachievements.com   August 28, 2018
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Retirement Distribution And Tax Planning Strategies
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doug@capitalachievements.comdoug@capitalachievements.com   July 18, 2018
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An Epoch Journey: 33 Investor Life-Cycles Since 1926
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doug@capitalachievements.comdoug@capitalachievements.com   June 27, 2018
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Income Taxation Of Trusts And Estates Made Easy
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doug@capitalachievements.comdoug@capitalachievements.com   June 20, 2018
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Fritz Meyer Economic Update, June 2018
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doug@capitalachievements.comdoug@capitalachievements.com   June 11, 2018
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
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doug@capitalachievements.comdoug@capitalachievements.com   April 09, 2018
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Inflation And Asset Performance: A 92-Year Review
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doug@capitalachievements.comdoug@capitalachievements.com   February 21, 2018
(Updated: February 21, 2018)
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2018 Tax Planning For Advisors, Two Credits
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doug@capitalachievements.comdoug@capitalachievements.com   February 07, 2018
(Updated: February 07, 2018)
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Fritz Meyer Economic Update, February 2018
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doug@capitalachievements.comdoug@capitalachievements.com   February 06, 2018
(Updated: February 06, 2018)
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Performance Of Diversified Portfolios, 1970-2017
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doug@capitalachievements.comdoug@capitalachievements.com   January 24, 2018
(Updated: January 24, 2018)
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
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doug@capitalachievements.comdoug@capitalachievements.com   January 08, 2018
(Updated: January 08, 2018)
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Make Investment Review Meetings More Productive
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doug@capitalachievements.comdoug@capitalachievements.com   December 13, 2017
(Updated: December 13, 2017)
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Asset Class Correlations In Diversified Portfolios
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doug@capitalachievements.comdoug@capitalachievements.com   November 15, 2017
(Updated: November 15, 2017)
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How The New Tax Law Affects Year-End Planning
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doug@capitalachievements.comdoug@capitalachievements.com   November 01, 2017
(Updated: November 01, 2017)
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How Trump Tax Reform Proposal Alters Year-End Tax Planning
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doug@capitalachievements.comdoug@capitalachievements.com   September 27, 2017
(Updated: September 27, 2017)
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Fritz Meyer Economic Update, September 2017
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doug@capitalachievements.comdoug@capitalachievements.com   September 11, 2017
(Updated: September 11, 2017)
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The 15 Best Tax Strategies Right Now
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doug@capitalachievements.comdoug@capitalachievements.com   September 05, 2017
(Updated: September 05, 2017)
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2017 Year-End Tax Planning Guidance For Investment Advisors
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doug@capitalachievements.comdoug@capitalachievements.com   August 30, 2017
(Updated: August 30, 2017)
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Fritz Meyer Economic Update, August 2017
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doug@capitalachievements.comdoug@capitalachievements.com   August 07, 2017
(Updated: August 07, 2017)
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
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doug@capitalachievements.comdoug@capitalachievements.com   July 19, 2017
(Updated: July 19, 2017)
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Minimizing Estate Taxes Of UHNWIs
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doug@capitalachievements.comdoug@capitalachievements.com   July 18, 2017
(Updated: July 18, 2017)
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208 results - showing 126 - 150  
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