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