Estate and Trust Administration for CPAs and Financial Advisors

Managing Capital Gains Tax in 2021 and Beyond

The Top 22 Overlooked Uses of Life Insurance

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP)

President Biden’s Tax Proposals: A First Look at the Pending Storm

Strategic & Tactical Roth Conversions After the SECURE Act

Tax Planning for the Sale of a Business

Fear Factor: “Protecting Assets by Getting into the Creditor’s Head and Controlling His Mind”

What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act

Properly Preparing the Form 706 (Estate Tax Return): A 2-Part Series