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  • Gift tax returns are simple, why are you saying it will be so involved?

    May 19, 2023

    Clients view gift tax returns as pretty simple projects and don’t understand the cost, c....
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  • Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)

    May 14, 2023

    The Corporate Transparency Act (CTA) will require privately held entities to report detail....
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  • Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?

    April 24, 2023

    President Biden recently issued his budget on March 9, 2023, the “General Explanations o....
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  • Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine

    April 13, 2023

    There have been several recent important decisions out of the United States Tax Court, Lev....
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  • Engagement Letters For Estate Planners: Starting Off on the Right Foot

    April 3, 2023

    Retainer agreements (engagement letters) are critical to establish and document the unders....
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  • Back Door SLATs – Issues When Grantor Becomes Beneficiary or Appointee of SLAT

    March 28, 2023

    Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients....
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  • Serving an Aging Clientele – Medicaid and Other Planning

    March 13, 2023

    This 75-minute practical webinar will cover topics critical to practitioners serving our a....
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  • Moved to FL, Home in FL, or Snowbird: Planning You Should Know

    March 1, 2023

    If you have moved, or are considering moving to Florida, have or are buying a second home ....
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  • Fiduciary Accounting: What You Need to Know

    February 22, 2023

    Acting as a fiduciary (trustee, executor, etc.) isn’t easy. A fiduciary owes many duties....
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  • I have a grantor trust and am tired of paying the income tax on trust income. What can I do?

    February 20, 2023

    Course Description:  Every practitioner in every discipline has heard this complaint abo....
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