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January 2011 - Highlights of the New Estate, Gift, & GST Tax Legislation

December 2010 - The State of the Federal Estate Tax

November 2010 - Transferring a Busines to Key Employees

October 2010 - Business Exit Planning Using Charitable Strategies

September 2010 - Transferring Business Interests to Family Members

Clients - Ten Dollars Worth of Flowers & "Portability" of the Federal Estate Tax Exemption - What does it mean?

Advisors - Captive Insurance Companies - Creating Current & Recurring Revenue

Advisors - New FDIC Insurance Rules and Limits: Are Your Clients Fully Protected?

Advisors - Final Expense Trusts

Advisors - Year-End Planning Opportunities: More Than You Might Expect

Clients - New FDIC Rules: Are You Protected?

Advisors - Planning for the New "Zero Percent" Tax Bracket

Advisors - Planning for Long Term Care

Advisors - Understanding the Significance of Trusts

Advisors - Understanding the Opportunities with Aid & Attendance Benefits

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Travis H. Perry, LLC assists clients in Mesa County, Colorado,including the cities of: Grand Junction (81501, 81502, 81506, 81503, 81505, 81504), Clifton (81520), Palisade (81526), Fruita (81521), Whitewater, Cedaredge, Collbran, De Beque, Fruitvale, Gateway, Battlement Mesa, Glade Park, Grand Valley, Loma, Mack, New Liberty, Plateau City, Mesa, Molina, Parachute, Rifle, Rio Blanco, Rulison, Appleton and Silt; and the counties of Delta and Montrose.