Using Out-of-State Trusts to Enhance your Practice

Tax Efficient Investment and Retirement Planning

The Ins & Outs of QPRTs

The Top 10 Preparer (and Advisor) Tax Penalties

Heckerling 2016 Review

Advanced Initial Meeting Closing Tips

Investment Theft Losses

When Good Beneficiaries Go Bad or Missing – – How to Identify, Avoid and Fix Common IRA and QRP Beneficiary Designation Problems

Don’t Be a NIIT-Wit: Getting to Know the Net Investment Income Tax and IRS Form 8960

Income Shifting with Trusts and Partnerships