Longitudinal Cases

Multi-chapter series where a client's tax situation evolves across simulated time. Each chapter is a separate conversation with the agents building on prior advice, debating how new facts change the analysis.

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Morrison Family Limited Partnership
A five-chapter series following the Morrison Family LP from formation through the patriarch's death. Covers valuation discount strategy, son-in-law buy-in, IRS audit of gift tax returns, refinancing and deemed distributions, and the estate inclusion and buy-sell trigger on Robert Morrison's death.
2 of 5 chapters 40%
Last updated 2026-05-19 View timeline →