SCIN-GRATs: Combing a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk

Everything You Need to Know About Business Succession Planning

The CPA’s Role in Asset Protection Planning

The Basics of Trust and Estate Income Taxation

Taxation of Investments

Viable Estate Tax Reduction Techniques after the New 2704 Regulations Become Final (An Update)

How to Speak So Potential Clients Listen & Respond

Advanced Investment Strategies for Pension Plans, Private Foundations & CRTs

Reporting Requirements for Foreign Assets & Transactions – 2-PART SERIES

Everything You Need to Know About OBITs & Upstream OBITs