Recent Developments 2.0 Reimaged-Supercharged on Steroids

2023 Trust Decanting Update

How Sales to Grantor Trusts Can Benefit Your Clients in 2023

How to Hire and Effectively Use an Executive Assistant

Best of the Best: The Very Best Tax Planning Ideas in 2023

Fundamentals of Income Taxation of Trusts: 2023 Update for 2022 Form 1041 Returns

How to Accurately Prepare the 709 Gift Tax Return: NEW Update for 2022 Gift Tax Returns

Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

How to Efficiently Sign & Deliver Your Clients’ Estate Planning Documents

2022 Year-End Planning and 2023 Income Tax Planning