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

The Double LLC-DAPT Combo

Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice – Special 3-Part Series

Understanding the New Basis Consistency Regulations and How to Properly Complete Form 8971 (per the Proposed Regulations)