Just What You Need to Know About IRAs (and Planning for Them)!
Properly Preparing the Form 8960 (Net Investment Income Tax)
The Post-2012 Dynasty Trust: How It Differs
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
