The Four Paths to Portability

Estate Planning for IRAs in a Second Marriage

How Sales to Grantor Trusts Can Benefit Your Clients in 2024

President Biden’s 2025 Green Book Income Tax Revenue Proposals

President Biden’s 2025 Green Book Estate Tax Revenue Proposals

Managing Capital Gains Tax in 2024 and Beyond

Strategic & Tactical Roth Conversions After the SECURE Act

Planning with SLATs and SLANTs Ahead of TCJA Sunset

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)

Properly Preparing the Form 706 (Estate Tax Return): A 2-Part Series