Viable Estate Tax Reduction Techniques after the New 2704 Regulations Become Final (An Update)

Taxation of Investments

Advanced Investment Strategies for Pension Plans, Private Foundations & CRTs

The Standalone IRA Beneficiary Trust: An Introductory Overview

Saving Federal and State Income Taxes Using a Non-Grantor Trust

Heckerling 2017 Review

PART 1: Everything You Should Know Regarding the FBAR and Offshore Asset Voluntary Disclosure Alternatives

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

PART 2: Read Them and Weep!!! The Top IRS Foreign Information Returns (Other Than FBARs and FATCA)

The Basics of Trust and Estate Income Taxation