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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Second Quarter 2014

  • Most Recent Version of Materials
  • Is More Than 100 Hours Enough to Avoid the 3.8% Tax on Net Investment Income?
  • Transferring Business Opportunities: New Case
  • Tricks & Traps for Trusts Owning Entities with Depreciable Assets
  • Upcoming Events
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