The Ultimate Estate Administration Procedures Training Package
EBOOK: “The Corporate Transparency Act” by Alan S. Gassman, J.D., LL.M., Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, and Chriseanna Mitchell
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