Publications
Creative Income Tax Strategies
Marvin Blum spoke to the Midland-Odessa Business & Estate Council on “Creative Income Tax Strategies” on May 23, 2024. Some of the tools in his speech take advantage of opportunities
Estate Planning To Do Before the Clock Strikes Midnight on 12/31/25
On May 2, 2024, Marvin spoke to the Tarrant County Probate Bar on the topic of “Estate Planning To Do Before the Clock Strikes Midnight on 12/31/25.” Marvin describes this
The Blum Firm Annual Newsletter
Check out our annual newsletter to stay up-to-date and for the latest Tips and Tricks! 2024 The Blum Firm Newsletter 2023 The Blum Firm Newsletter 2022 The Blum Firm Newsletter
Corporate Transparency Act
The Corporate Transparency Act, a new law in effect January 1, 2024, requires most business entities to file an information report with the U.S. Department of the Treasury’s Financial Crimes
678 Trusts (also called Beneficiary Defective Irrevocable Trust)
Typically, when a client is considering options to help reduce estate taxes, the client must consider techniques that require the client to part with assets he or she has accumulated
Business Succession Planning
Marvin Blum spoke at the 2023 TXCPA Permian Basin CPE Expo on Business Succession Planning, a topic he describes as the most neglected area of estate planning. Slide Deck here: