Heckerling 2016 Review

Don’t Be a NIIT-Wit: Getting to Know the Net Investment Income Tax and IRS Form 8960

Income Shifting with Trusts and Partnerships

Modern Uses of Trusts in Estate & Financial Planning

Develop a Rewarding Pet Planning Practice

Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know

How to Read a 1040 for Fun and Profit

What’s So Special About Special Needs Trusts?

SCIN-GRATs: Combing a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk

The CPA’s Role in Asset Protection Planning