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Council Documents

Document Name Date Added
Ltr to Texas State Board of Public Accountancy with enclosures - 08.13.14 2014-08-13

2008

Document Name Date Added
Structuring Annuity Contracts 2008-09-26
Multigenerational Wealth Transfer: Getting a Legacy Up 2013-12-23
Assets at Risk - A Personal Property & Casualty Checklist for You and Your Clients 2013-12-23
Recent Developments in Appraising Interests in Family Investment Entities 2013-12-17
Lifetime Wealth Transfer Strategies 2013-12-23
Practices Before the IRS 2013-12-17
What Every Tax Advisor Needs to Know about Hedge Funds-Powerpoint 2013-12-23
Identifying Risk Using Personal Risk Management to Help Protect Your Clients' Wealth 2013-12-17
What Every Tax Advisor Needs to Know About Hedge Funds 2013-12-23
Ten IRA Mistakes 2008-12-04

2009

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2010

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2011

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2012

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2013

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2014

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2015

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2016

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2017

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2018

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2019

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