-
New Tax Act: Save Income Taxes Through Business Restructuring (2018)
-
White Paper on 678 Trusts (2017)
-
“678 Trusts”: Transaction Chart
-
Squeeze, Freeze, and Burn: Estate Planning With 678 Trusts (2017)
-
The End of Valuation Discounts for Family-Owned Entities (2016)
-
Business Succession: A Planner’s Ten-Step Guide (2016)
-
G1-G2 Basis Planning to Save Taxes (2016)
-
Who Should I Name as Beneficiary of Retirement Assets? (2016)
-
Estate Freeze Chart
-
Case Study: Estate Planning When Selling a Family-Owned Company (August 2015)
-
Business Succession: Tax Planning Before the Sale (June 2015)
-
Optimal Estate Planning Chart
-
Do I Need to Do More Estate Planning?
-
Estate Planner’s Role in Succession Planning: A Ten Step Guide
-
What It Means To Be a Trustee
-
“White Paper: 2012 Planning Checklist – Planning in a “Perfect Storm”
-
Act Now To Get The Best Valuation Discounts: How To Do It Right
