Welcome to my newsletter! I provide intermediate and advanced education on tax and estate planning issues for attorneys, CPAs, wealth advisors, trust officers, and other wealth transfer professionals. Free and paid subscription options are available.
I am a "recovering" attorney. My focus is now providing high-quality estate planning and tax education to financial advisors, attorneys, trustees, CPAs, and their individual clients.
Tasty tech so easy, it can be done around the kitchen table.
A newsletter about my observations on the legal ecosystem, and career pivots/alternative careers for lawyers.