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INSTANT DOWNLOAD: “A Fresh Look at Crummey Notifications”

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INSTANT DOWNLOAD: “A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)”

$299.00Add to cart

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

$199.00Add to cart

INSTANT DOWNLOAD: “California’s New Retroactive Anti-Incomplete Gift Trust Statute”

$149.00Add to cart

INSTANT DOWNLOAD: “Convert Prospects with Other Attorneys’ Trusts Into Clients!”

$399.00Add to cart

INSTANT DOWNLOAD: “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”

$249.00Add to cart

INSTANT DOWNLOAD: “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

$249.00Add to cart

INSTANT DOWNLOAD: “Estate Administration for IRAs and Qualified Plans After the SECURE Act”

$149.00Add to cart

INSTANT DOWNLOAD: “Estate and Trust Administration for CPAs and Financial Advisors”

$199.00Add to cart

INSTANT DOWNLOAD: “Fundamentals of Income Taxation of Trusts: 2024 Update for 2023 Form 1041 Returns”

$199.00Add to cart

INSTANT DOWNLOAD: “Generating Business from the Internet: Best Practices for Estate Planning Professionals”

$249.00Add to cart

INSTANT DOWNLOAD: “Important Estate Planning Drafting Considerations for Blended Families”

$149.00Add to cart

INSTANT DOWNLOAD: “New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act”

$149.00Add to cart

INSTANT DOWNLOAD: “Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service”

$149.00Add to cart

INSTANT DOWNLOAD: “Practice Infrastructure 101: Developing the Right Team for a Successful Estate Planning Practice”

$249.00Add to cart

INSTANT DOWNLOAD: “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration”

$199.00Add to cart

Browse by Category

Series & Bundles

INSTANT DOWNLOAD: “A Fresh Look at Crummey Notifications”

INSTANT DOWNLOAD: “A Proven Time Management System for Estate Planning Attorneys (As Well As Other Professionals & Your Staff!)”

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

INSTANT DOWNLOAD: “California’s New Retroactive Anti-Incomplete Gift Trust Statute”

INSTANT DOWNLOAD: “Convert Prospects with Other Attorneys’ Trusts Into Clients!”

INSTANT DOWNLOAD: “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”

INSTANT DOWNLOAD: “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

INSTANT DOWNLOAD: “Estate Administration for IRAs and Qualified Plans After the SECURE Act”

INSTANT DOWNLOAD: “Estate and Trust Administration for CPAs and Financial Advisors”

INSTANT DOWNLOAD: “Fundamentals of Income Taxation of Trusts: 2024 Update for 2023 Form 1041 Returns”

INSTANT DOWNLOAD: “Important Estate Planning Drafting Considerations for Blended Families”

INSTANT DOWNLOAD: “New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act”

INSTANT DOWNLOAD: “Planning After the United States Supreme Court’s Decision in Connelly v. Internal Revenue Service”

INSTANT DOWNLOAD: “Practice Infrastructure 101: Developing the Right Team for a Successful Estate Planning Practice”

INSTANT DOWNLOAD: “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration”

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