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

Defined Value Transactions- A 2-Part Program

The Mathematics of Estate Planning for IRAs After the SECURE Act

2023 Critical Year-End Planning for the Mass Affluent

Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

“Bulletproof” Your Practice: Best Practices to Survive Hard Times

California’s New Retroactive Anti-Incomplete Gift Trust Statute

Managing a Successful Estate Planning Practice Through the Use of Metrics