Special Gift Tax Return (Form 709) Issues

Capital Gains Tax Planning Strategies You’ve Never Heard Of

Estate and Financial Planning for Clients Living with Chronic Illness

The Special Needs Trust Fairness Act: How Does It Impact Planning?

The Mathematics of Estate Planning

Just What You Need to Know About IRAs (and Planning for Them)!

Asset Protection for Professionals and Business Owners Through Restructuring Their Business

The Post-2012 Dynasty Trust: How It Differs

Using Out-of-State Trusts to Enhance your Practice

The Top 10 Preparer (and Advisor) Tax Penalties