“Grouping Business Activities to Create Material Participation and Avoid the NIIT” White Paper

“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper

“Trusts as S Corporation Shareholders” White Paper

“Dynasty Trust” White Paper

“Capital Gain Harvesting” White Paper

“Grantor Retained Annuity Trust (GRAT)” White Paper

“Tax-Aware Investing” White Paper

“Captive Insurance Companies” White Paper

“Retirement Charitable Remainder Trust (CRT)” White Paper

“Bracket Management” White Paper

“Choice of Filing Status to Avoid the NIIT” White Paper

“Intra-Family Loans” White Paper

“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper

“Nevada Incomplete Gift, Non-Grantor (NING) Trusts” White Paper

“Oil and Gas Investments” White Paper

“Income Shifting Charitable Remainder Trust” White Paper

“Nonqualified Tax Deferred Annuities” White Paper

“Roth IRA Conversions” White Paper

“Substantial Sale Charitable Remainder Trust (CRT)” White Paper

“Borrowing From Permanent Life Insurance Policies” White Paper