“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

Flexible Irrevocable Trust Legal Document Form Package

Successor Trustee Seminar Package

Successor Trustee Manual Package

The Roth IRA Quadrants Chart 2023

Roth IRA Conversion Decision Chart 2023

2023 Understanding the Net Investment Income Tax Chart

75 Best Income Tax Strategies in 2023 Chart

Top 10 Tax Planning Ideas for 2023 Chart

2023 Generation Skipping Transfer Tax Chart

2023 DrawDown Strategies Chart

2023 Tax Asset Classes Chart