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- 20 Common Estate Planning Mistakes to Avoid
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- Changing Landscape: Are Aging Baby Boomers Ready for Retirement?
- CPAs & Estate Planning- Should the CPA be Involved- and if so, how?
- CPAs as Trust Protectors
- Digital Assets- Modern, Practical Estate Planning Considerations
- Estate Planning 101: What Every CPA Should Know
- Estate Planning: Time for a Tuneup
- Extended Payout - IRS Eases Rules for Retirement Account Distributions
- Family Limited Partnerships in Financial and Estate Planning
- Financing the Future: Retirement Planning Analysis: The Ultimate Financial Planning Tool
- Financing the Future: Retirement Planning Analysis: The Ultimate Financial Planning Tool Oregon CPA Mag
- FLP Audit Triggers: Family Limited Partnerships Raise Red Flags at IRS
- FLP Litigation
- Four Ways to Avoid Estate Planning Errors
- Impact: Repeal Holds Out Little Benefit to Estates Under $4 Million
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- It’s Impossible to Avoid Death, But You Might Avoid Taxes
- Money Talks: Preparing Spouses to Deal with Financial Planning
- Natural Fiduciaries
- Planning for Sudden Wealth
- Rescuing Pension Rescue Plans: Dealing With the IRD Problem is More Difficult, But Still Workable
- Should Clients Use a CUTMA Account to Save for their Children's Education?
- Statement of the Future
- Tales of Tax Fraud Are a Hoot, but the Penalties Are No Joke
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- Where There's A Will, There Are Mistakes
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