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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 Affluent Research Fact Sheet 2012
Oechsli Understanding The Affluent Report 2009
Oeschli Report 2010
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