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Using Promissory Notes to Utilize the $5 Million Exemption

This post discusses a potential planning technique whereby taxpayers can utilize their $5 million exemption amount in 2012 without parting with substantial assets. Many taxpayers are scrambling to make...

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Deutsche Bank Broker Sentenced

By Ruben Conitzer David Parse, a former CPA and broker at Deutsche Bank, was sentenced in federal court to forty-two months in prison for tax obstruction and mail fraud. The Department of Justice...

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