Properly Preparing the Form 8960 (Net Investment Income Tax)

Using Out-of-State Trusts to Enhance your Practice

Tax Efficient Investment and Retirement Planning

Heckerling 2016 Review

A Proven System for Continuously Getting Great Referrals from Professionals and Clients

A Client Maintenance Program (That Works!) for Estate Planners

The Basics of Trust and Estate Income Taxation

Asset Protection for IRAs

Taxation of Investments

If You’re Going to Prepare 1041’s, You Need to Know How to Read Trust Documents and the Special Trust Tax Accounting Rules