The Ultimate Estate Administration Procedures Training Package

Properly Merge, Acquire & Sell a Practice Package

IRA Inheritance Trust® Legal Document Form Package

The Living Trust Seminar Marketing Package

E-BOOK: “A Proposed Hermeneutic for Designing the Appropriate Estate Planning Technique” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “The Swap Power in Usage in Grantor Trusts” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Defined Value Clauses in Estate Planning” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Family Business Succession Planning” by Paul Hood, J.D., LL.M. (Tax)

2024 Traditional IRA Distribution Chart

2024 IRA Trust Client Summary Chart

2024 Applying the 3.8% Net Investment Income Tax Chart

The Roth IRA Quadrants Chart 2024

2024 Capital Gains Harvesting Chart

2024 Individual Tax Rate Threshold “Cheat Sheet”

2024 Section 199A Chart

Top 10 Tax Planning Ideas for 2024 Chart

2024 DrawDown Strategies Chart

2024 Generation Skipping Transfer Tax Chart

2024 Bracket Management Chart

2024 Understanding the Net Investment Income Tax Chart