“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

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

“Trusts as S Corporation Shareholders” White Paper

“Capital Gain Harvesting” White Paper

The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package

Step-By-Step Guide to The Client Referral Process

The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events