Resource Library - Strategic Financial Partners

SFP RESOURCE LIBRARY

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SCOTUS Blows Up Buy Sell Planning

Estate of Connelly v. United States

Patrick D. Crowley JD*, CLU
Director SFP Wealth Strategies

Leaving La La Land

IRS Reverses the Rules on Trusts and Taxes

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

Impact of the Corporate Transparency Act

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

Life Is Better on the Beach

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

Early Retirement

Created by:
Patrick D. Crowley, JD*, CLU
Director of SFP Wealth Strategies

GLTD - 4 Potential Gaps That Could Leave Your Income Unprotected . . .

Created by:
Darrel Sumner
President of SFP Benefits

Triple Tax Advantage Beyond Age 65? Maybe . . .

Created by:
Darrel Sumner
President of SFP Benefits

Health Savings Accounts (HSAs)

Created by:
Darrel Sumner
President of SFP Benefits

Health Insurance Saving Strategy - Consider an HRA

Created by:
Darrel Sumner
President of SFP Benefits

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