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July Highlights

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The Tax Year In Review issue
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Israel Taxation of Trusts
Help your clients accommodate their estate plans to these rules.

Psychological Issues of Bequests
Help clients work through emotional reactions when they’re considering who, when, why and how much to leave to intended heirs.

“Foreigners” Who Are Actually U.S. Citizens
It’s possible that an individual can be a U.S. citizen and not know it. How to advise foreign clients.

Recognizing Elder Abuse

Does Your Elderly Client Suffer From Diminished Capacity?

Know Your Client

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