Using Charitable Trusts to Avoid Capital Gains Taxes & The 3.8% Net Investment Income Tax

The Basics of Trust and Estate Income Taxation

Understanding the New Basis Consistency Regulations and How to Properly Complete Form 8971 (per the Proposed Regulations)

The New Paradigm: Planning an Estate for Best Income Tax Results

Reporting Requirements for Foreign Assets & Transactions – 2-PART SERIES

The New Section 2704 Regulations: Planning Traps and Opportunities

How to Properly Utilize Bracket Management in Income Tax Planning

The Pros and Cons of Using the Portability QTIP, After Rev. Proc. 2016-49 & 2017-34

The 75 Best Income Tax Strategies

What You Need to Know About the Passive Loss Rules for LLCs, FLPs, Trusts and Estates