Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday

Tax Planning for the Sale of a Business

Fear Factor: “Protecting Assets by Getting into the Creditor’s Head and Controlling His Mind”

What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act

Properly Preparing the Form 706 (Estate Tax Return): A 2-Part Series

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

Understanding and Taking Maximum Advantage of the GST Rules

Properly Preparing the Form 709 (Gift Tax Return)

Generate More Clients From Your Existing Clients – – A Tested and Proven System That Actually Works!

Estate Administration for IRAs and Qualified Plans After the SECURE Act