How Sales to Grantor Trusts Can Benefit Your Clients in 2024

President Biden’s 2025 Green Book Income Tax Revenue Proposals

Managing Capital Gains Tax in 2024 and Beyond

Strategic & Tactical Roth Conversions After the SECURE Act

Planning with SLATs and SLANTs Ahead of TCJA Sunset

Defined Value Transactions- A 2-Part Program

The Mathematics of Estate Planning for IRAs After the SECURE Act

2023 Critical Year-End Planning for the Mass Affluent

California’s New Retroactive Anti-Incomplete Gift Trust Statute

Managing a Successful Estate Planning Practice Through the Use of Metrics