Fundamentals of Income Taxation of Trusts: 2023 Update for 2022 Form 1041 Returns

How to Accurately Prepare the 709 Gift Tax Return: NEW Update for 2022 Gift Tax Returns

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

2022 Year-End Planning and 2023 Income Tax Planning

The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients

Understanding DNI: The Taxation of Trusts & Beneficiaries

The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection

New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

Planning with Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)