The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients $149.00 (additional payment options available) Add to Cart
The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection $149.00 Add to Cart
Planning with Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes $149.00 Add to Cart
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709) $149.00 Add to Cart
The SECURE ACT Regulations Have Arrived: Every Advisor Needs To Standdown & Rethink Everything! $149.00 Add to Cart
The Income Taxation of IDGT Sale Promissory Notes During Life, at Death, and after Death $149.00 Add to Cart