How to Properly Set Up Your Calendar for Success

Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance

Charity and The Tax Code (After the SECURE Act)

How to Set Your Fees: For Estate Planning Attorneys with a Living Trust-Centered Practice

Tactical and Strategic Roth Conversions in 2020

Sales to Grantor Trusts

How to Successfully Utilize Associate Attorneys in Your Practice: A Special 2-Part Series

The Biden Estate Tax Cliff: What Every Advisor Needs to Know About Dynasty Trusts

Year-End Planning in 2020 Including Planning for a Biden Administration

Convert Prospects with Other Attorneys’ Trusts Into Clients!