Newsletters

Tuesday, 06/30/2026

Estate planning: - Will AI put estate planners out of business? - Guardrails for GRATs. Retirement planning: - How to avoid premature distribution penalties. - A new revenue source for Social Security?

Wednesday, 06/03/2026

Financial Planning: - Q&A on Trump Accounts Trusts: - Incentive trusts Tax Currents: - The $8 billion inheritance tax, paid in full - End of the earnings test?

Tuesday, 05/05/2026

Estate planning: - Don't die rich? - A will review might have avoided this problem Tax Current: - Early termination - A push for more IRAs

Thursday, 04/02/2026

Estate planning: - Spring cleaning for your estate plan - Who pays the federal estate tax? - Decedent occupations from 2023 federal estate tax returns - The future for estate planners

Monday, 03/02/2026

Estate planning: - Top ten questions we are asked about trusts - Checklist of possible trust purposes Retirement planning: - Partial retirements Tax currents: - Estimated taxes

Thursday, 02/05/2026

Estate planning: - Special circumstances for professionals - Probate roundup Tax planning: - How the rich can legally avoid taxes