Browse by Category

Tax Planning

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

$149.00Add to cart

INSTANT DOWNLOAD: “The Four Paths to Portability”

$149.00Add to cart

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

$149.00Add to cart

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

$149.00Add to cart

INSTANT DOWNLOAD: “The SECURE Act FINAL Regulations: Post-Mortem IRA Distributions”

$149.00Add to cart

INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique”

$99.00Add to cart

INSTANT DOWNLOAD: “The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine”

$149.00Add to cart

INSTANT DOWNLOAD: “The Tax Trifecta Trust Strategy: Unlocking Massive Income Tax Savings After the Trump Tax Bill”

$149.00Add to cart

INSTANT DOWNLOAD: “The Top 22 Overlooked Uses of Life Insurance”

$249.00Add to cart

INSTANT DOWNLOAD: “Understanding DNI: Taxation of Trusts & Beneficiaries”

$149.00Add to cart

INSTANT DOWNLOAD: “What CPA’s Should Know About Trust Instruments”

$149.00Add to cart

INSTANT DOWNLOAD: “A Fresh Look at Crummey Notifications”

$149.00Add to cart

INSTANT DOWNLOAD: “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”

$149.00Add to cart

INSTANT DOWNLOAD: “California’s New Retroactive Anti-Incomplete Gift Trust Statute”

$149.00Add to cart

INSTANT DOWNLOAD: “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”

$149.00Add to cart

INSTANT DOWNLOAD: “Estate Administration for IRAs and Qualified Plans After the SECURE Act”

$149.00Add to cart

Request A Speaker

captcha

Contact Us

captcha