Reviews written by cojackson

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cojackson October 20, 2021

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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cojackson May 24, 2016
(Updated: May 24, 2016)

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A Simple New Approach To Retirement Income Planning

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cojackson May 12, 2016
(Updated: May 12, 2016)

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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cojackson January 28, 2016
(Updated: January 28, 2016)

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Estate Plans Of The Rich And Famous

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cojackson November 19, 2015
(Updated: November 19, 2015)

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Tax-Aware Investing: Best Practices For IA Reps

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cojackson October 28, 2015
(Updated: October 28, 2015)

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Best Practices For Financial Planners In Minimizing Estate Tax

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cojackson July 30, 2015
(Updated: July 30, 2015)

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Positioning And Delivering Retirement Income With Clients

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cojackson July 23, 2015
(Updated: July 23, 2015)

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A little long. But great content.

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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

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cojackson March 19, 2015
(Updated: March 19, 2015)

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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cojackson February 26, 2015
(Updated: February 26, 2015)

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