“SECURE Act 2.0” White Paper Bundle Package

How to Write a Proper Business Letter

“Distribution Planning for Non-Spousal Inherited IRAs Following the SECURE Act” White Paper

“Managing IRC 199A Limitation Amounts” White Paper

“Choice of Entity Decision After the TCJA–Converting a Pass-Through Entity to a C Corporation” White Paper

“Using Multiple Trusts to Enhance the Benefits of IRC § 199A” White Paper

“Aggregating Trades or Businesses to Increase the § 199A Deduction” White Paper

“Qualified Small Business Stock” White Paper

“Opportunity Zones” White Paper

“Puerto Rico Tax Incentives” White Paper

“Timing the NQSO Exercise Decision” White Paper

“Cost Segregation” White Paper

“Domestic Asset Protection Trust (DAPT)” White Paper

“Two-Year Installment Sale Strategy” White Paper

“Capital Harvesting Losses” White Paper

“Sale to an Intentionally Defective Grantor Trust (IDGT) with a Self-Cancelling Installment Note (SCIN) Hedge ” White Paper

“Trusts Named As IRA Beneficiaries” White Paper

“S-Election to Save Employment Taxes” White Paper

“Trust Decanting” White Paper

“Spousal Limited Access Trusts (SLAT)” White Paper

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

“Dynasty Trust” White Paper

“Grantor Retained Annuity Trust (GRAT)” White Paper

“Intra-Family Loans” White Paper

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

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

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

“Captive Insurance Companies” White Paper

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

“Tax-Aware Investing” White Paper

“Family Limited Partnership (FLP)” White Paper

“Income Shifting Charitable Remainder Trust” White Paper

“Borrowing From Permanent Life Insurance Policies” White Paper

“Nonqualified Tax Deferred Annuities” White Paper

“Oil and Gas Investments” White Paper

“Roth IRA Conversions” White Paper

“Retirement Charitable Remainder Trust (CRT)” White Paper

“Bracket Management” White Paper

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

“Trusts as S Corporation Shareholders” White Paper

“Capital Gain Harvesting” White Paper

“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper