Recent Developments 2.0 Reimaged-Supercharged on Steroids

2023 Trust Decanting Update

How Sales to Grantor Trusts Can Benefit Your Clients in 2023

Best of the Best: The Very Best Tax Planning Ideas in 2023

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