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

Fundamentals of Income Taxation of Trusts: 2024 Update for 2023 Form 1041 Returns

The Corporate Transparency Act: Practical Points for Planners

How to Accurately Prepare the 709 Gift Tax Return: NEW Update for 2023