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California’s New Retroactive Anti-Incomplete Gift Trust Statute

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Convert Prospects with Other Attorneys’ Trusts Into Clients!

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Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution

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Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

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Estate Administration for IRAs and Qualified Plans After the SECURE Act

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Estate and Trust Administration for CPAs and Financial Advisors

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INSTANT DOWNLOAD: “Examining the Coming Changes with the Trump Administration for Elder Law Attorneys”

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Fundamentals of Income Taxation of Trusts: 2024 Update for 2023 Form 1041 Returns

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Generating Business from the Internet: Best Practices for Estate Planning Professionals

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How to Read a 1040 For Fun and Profit!

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How to Set Your Post-Death Administration Fees—So You Actually Make a Profit!

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Important Estate Planning Drafting Considerations for Blended Families

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Managing Capital Gains Tax in 2024 and Beyond

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New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

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Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service

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Practice Infrastructure 101: Developing the Right Team for a Successful Estate Planning Practice

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