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

Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution

Taxation of Business Entities After the TCJA

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

How to Read a 1040 for Fun and Profit

How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns

Fundamentals of Income Taxation of Trusts & Form 1041 Planning – Update for 2024 Returns

Post-Election: The New World of Estate Planning

Final Regulations Consistent Basis Rules

2024 Year-End Tax Planning