Live Webinars
This webinar will feature reverse mortgage expert Shain Urwin, a former financial advisor, on how to use a Reverse Mortgage to offset RMDs from Traditional IRAs and 401ks. Shain…
At the request of our listeners, this webinar will feature the return of estate planning attorney Brad Gornto, LL.M, Esq. for a case-study driven discussion of reversionary…
Year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax…
Gain a full understanding of Opportunity Zones and Qualified Business Stock in this webinar with tax attorney Matthew Rappaport.
Attendees will learn: Section 1202 basics and…
529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty…