Using Charitable Trusts to Avoid Capital Gains Taxes & The 3.8% Net Investment Income Tax

The Mathematics of Portability

Understanding the New Basis Consistency Regulations and How to Properly Complete Form 8971 (per the Proposed Regulations)

The Effective Law Practice Leader

Taxation of Investments

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

The Basics of Trust and Estate Income Taxation

How to Speak So Potential Clients Listen & Respond

Asset Protection for IRAs

Advanced Investment Strategies for Pension Plans, Private Foundations & CRTs