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

Investment Theft Losses

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