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Tax Planning

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How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns

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INSTANT DOWNLOAD: “A Trust Decanting Update”

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INSTANT DOWNLOAD: “Defined Value Transactions- A 2-Part Program”

$349.00Add to cart

INSTANT DOWNLOAD: “Estate Planning for Blended Families”

$399.00Add to cart

INSTANT DOWNLOAD: “Estate Planning for IRAs in a Second Marriage”

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INSTANT DOWNLOAD: “Final Regulations Consistent Basis Rule”

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INSTANT DOWNLOAD: “IRA’s at Death and Beyond”

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INSTANT DOWNLOAD: “Planning with SLATs and SLANTs Ahead of TCJA Sunset”

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INSTANT DOWNLOAD: “Properly Preparing the Form 706 (Estate Tax Return)”

$299.00Add to cart

INSTANT DOWNLOAD: “Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered”

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INSTANT DOWNLOAD: “Tax Planning for the Sale of a Business”

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INSTANT DOWNLOAD: “The 30 Most Common Trusts: What You Need to Know”

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INSTANT DOWNLOAD: “The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection”

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INSTANT DOWNLOAD: “The Four Paths to Portability”

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INSTANT DOWNLOAD: “The Income Taxation of IDGT Sale Promissory Notes During Life, at Death, and after Death”

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INSTANT DOWNLOAD: “The Loper Bright Case: Chevron Deference Overruled”

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