The law firm has particular interest in the area of tax planning for IRAs and 401ks, including the planning techniques described in Jim's recent book, Tax Planning for the SECURE Act, the e-version of which is available for your reading, for free, by clicking on the link at the right.  Linked here are two recent presentations by Jim and other articles Jim has authored on this topic:

Understanding the 'Multiple Trust Arrangements' Section of the RMD Final Regs:  Are all remainder beneficiaries treated as designated beneficiaries?

Listen to Jim's November, 2023 Heart of America Tax Institute 50-minute presentation titled:  "Tax Planning for Retirement Savings"

90-Minute Video:  Estate Planning for IRAs and 401Ks After the SECURE Act 

IRS Offers Favorable Income Tax Strategy for IRA and 401k Accounts

New Purposes for 'Bypass' Trusts in Estate Planning

Estate Planning for Married Couples with IRAs and 401ks

Retirement Planning for Already Retired Married Couples

Using a CRT to Minimize the Adverse Effects of the SECURE Act

Are Extended RMDs a Gold Mine or a Tax Trap?

Selected Strategies for Retired Couples to Stretch Their Retirement Savings

Drafting Multi-Generation Trusts Under the Proposed SECURE Act Regulations

SECURE Act Planning Opportunities When Beneficiaries Are in Dissimilar Tax Brackets

Retirement Saving Withdrawal Planning for Retired Married Couples: It’s All About Tax Brackets – The Couple’s, the Surviving Spouse’s, and the Children’s

The IRA/Charitable Remainder Trust

Click on the above link to read this book for free.