Educational Materials

Conservation Easements: The Federal Tax Rules and Special Considerations Applicable to Syndicated Transactions

Family Office Real Estate White Papers

Insurance Studies Institute (ISI) Life Insurance Investment Guide & Workbook
ERISA Plan Asset Limitations
UBTI and Debt Financed Real Estate
Mick and Associates Oil and Gas Brochure
Independent Director Requirements for Investment Companies (with a definition of interested person)

Department of Labor Fiduciary Standard (DOL Letter)