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

The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection

New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

Planning with Grantor Trusts Under Current Tax Law and the Impact of Potential Tax Law Changes

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

Estate Planning for Blended Families – A 3-Part Series

The SECURE ACT Regulations Have Arrived: Every Advisor Needs To Standdown & Rethink Everything!

Estate Planning – Best Ideas to Share with Clients in 2022

The Income Taxation of IDGT Sale Promissory Notes During Life, at Death, and after Death