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

Recent Developments 2.0 Reimaged-Supercharged on Steroids

2023 Trust Decanting Update

Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

2022 Year-End Planning and 2023 Income Tax Planning