Last Chance Tax Planning

Paper here and Slide Deck here: Marvin Blum at TXCPA East Texas CPE Expo on May 18, 2022, for “Last Chance Tax Planning – The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) 

Slide Deck here: Marvin Blum at TXCPA Permian Basin CPE Expo on November 3, 2021, for “‘Last Chance’ Tax Planning- The Golden Age of Estate Planning Won’t Last Forever”

Video here and Paper here: Marvin Blum joined Scott Bishop at the Financial Planning Association’s June 2021 Tax & Estate Planning Knowledge Circle for “A Conversation with Marvin Blum”