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  1. WPP AGM Trading Update

    WPP AGM Trading Update

  2. Managers See Reforms Driving Growth in Asia

    Top-rated managers say that initiatives in India and China are freeing up capital, promoting growth, and creating opportunities for investors, reports Morningstar Australia's Christine St. Anne.

  3. Gifts and 529s

    Here's a quick review of the gift-tax reporting rules.

  4. 529s and Generation-Skipping Trusts

    Plus, proposed legislation could change 529 use with student loans, and more.

  5. 529 Plans Versus Shared Crummey Trust for Grandchildren

    Generation-skipping transfer tax consequences need to be taken into account.

  6. Matching 529 Distributions with Expenses

    Plus, a case study on the key considerations when using 529 accounts in an irrevocable trust.

  7. New Tax Law Alleviates 529 Concern

    Plus computer expenses, trusts expenses, and more.


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