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

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