First Quarter 2015

  • Most Recent Version of Materials
  • Retaining Basis Step-Up Using Leveraged Estate Plan
  • Income Tax Efficient Business Exit Strategies
  • Planning Tips for Trust Participation in S Corporations
  • Upcoming Events
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Fourth Quarter 2014

  • Most Recent Version of Materials
  • Do Higher Individual Rates Justify Using C Corporation?
  • Master Partnership to Save Future Capital Gain Tax
  • Trust Income Tax Opportunities
  • Upcoming Events (including the opportunity to receive free reports from the biggest estate planning conference in the country)
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Third Quarter 2014

  • Most Recent Version of Materials
  • Gift Tax Consequences of Creating a Profits Interest (New CCA)
  • New Case Helps Semi-Retired Founders Avoid 3.8% NII Tax
  • Using Debt to Finance S Corporation Losses
  • Upcoming Events
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