2023 Critical Year-End Planning for the Mass Affluent

California’s New Retroactive Anti-Incomplete Gift Trust Statute

Recent Developments 2.0 Reimaged-Supercharged on Steroids

2023 Trust Decanting Update

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

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

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