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Online Resources
The following is a recommended list of online resources
- NAFEP National Association Of Financial and Estate Planning
- AICPA Tax Section Members Only – Private Annuity Trust Education
Material (scroll to bottom of page and select “AICPA Guide to
Private Annuity Trusts” under ‘Tools’)
- AICPA: Conferenece Private Annuity Trust Seminar Information (select session #6,
“Private Annuity Trusts”)
- freeSpeakers.org Find top business executives to speak at events, programs and
educational seminars
- Payroll Processing specializing in under 1,000 employees
- Information Services Unlimited Real estate education company specializing in tax reduction strategies in investment real estate
- CPA Exchange Services 1031 Qualified Intermediary & CPA Tax Specialist
- Real Estate Assets Consulting Services Real Estate investment value analysis, financial structuring, tax
planning, and 1031 Exchange feasibility
- R.E.I. Consultants Offering qualified Intermediary services in the facilitation of 1031
Tax Deferred Exchanges
- Diverse Technical Lines Plan administrator specializing in Independence Blue Cross:
Traditional Blue Cross/Blue Shield, Personal Choice, Keystone Health
Plan East HMO and Point of Service
- Relational Systems IT Consulting, Web Development, SEO, Security
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