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Original 643b Compliant Trust 1
  • TDS Engagement Agreement
  • TDS Invoice for Retainer
  • Application – Form
  • Auto Fill

    (Trust documents – Trust Cert. / Full PDF Trust / Auto Fill Settlor E-sign Signature Pages / Rosen Opinion / Rosen Certificate of Audit Protection)

  • Email Trust Cert & EIN # Confirmation
  • Send TDS Invoice
  • TDS Invoice for implementation fee
  • Email to HIRE CPA & Attorney
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TDS TRINITY TRUST
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PPLI Policies
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181 Deduction
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Business Loss Deduction
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  • Original 643b Compliant Trust

    (Complete & Fill All Steps)

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