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Estate Planning Research

Featured Products

  • Estate Planning Journal -- Directed to estate planning professionals, this monthly periodical offers readers the newest and most innovative strategies for saving taxes, building wealth, and managing assets.

  • Practical Estate Planning Under Circular 230 --This book is designed to assist estate planners in dealing with Circular 230, and, in particular, with identifying the transactions that require a covered opinion and writing the covered opinion in an orderly, efficient, accurate, and economical manner.


  • Federal Income Taxation of Estates & Trusts --Get best planning practices for all types of estates and trusts as well as guidance in preparing flawless estate and trust income tax returns.


  • Tax Planning for Highly Compensated Individuals -- This service is a fully integrated examination of the tax, compensation, and estate planning strategies.
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