Special Reports

We apologize, the sale of “Special Reports” has been suspended due to problems with our server and payment process. We are trying to get back on line as soon as possible. In the meantime if you are desperate for a particular report, please send an email to nataliechoate@cs.com. She will arrange to take your credit card info over the phone and email the report from her office. Thank you for your patience.

Ataxplan Publications

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What others have said about “The 201! Best and Worst Planning Ideas for Your Client’s Retirement Benefits”

“Natalie, I just got your outline and I really like it. Comprehensive and I like the format. It is very easy to use.”
AC, Maryland

“This outline is invaluable as a checklist of ideas to be considered in different situations (such as advising a client whether to roll over to a different plan, or drafting a beneficiary designation form). Plus, this is the first place to look when you hear about a new tax-saving or investment idea for IRAs.”