Administering Special Needs Trusts

Corporate Transparency Act: An Overview of CPA Liability for Unauthorized Practice of the Law

The Loper Bright Case: Chevron Deference Overruled

The SECURE Act FINAL Regulations: Post-mortem IRA Distributions

Planning for Loved Ones with Disabilities

Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service

Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered

Planning Now for the 2026 Cliff

The Four Paths to Portability

Estate Planning for IRAs in a Second Marriage