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Phantom Income and the Tax Issues Surrounding It

Treacy Advanced Planning article

Net Unrealized Appreciation articles

Attorney Income Tax Planning Trumps Estate Tax Avoidance

CPA Income Tax Planning Trumps Estate Tax Avoidance

Fees Variable Annuities Shrinking Payouts

Fees WSJ – Hidden Cost of Mutual Funds

Oechsli Understanding The Affluent Report 2009

Oeschli Report 2010

Phoenix Wealth Survey