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Ten million taxpayers are inside the Social Security benefits “tax torpedo”. This is where if more income is taken, more Social Security benefits are taxable. Such taxpayers can…

In the past couple of years, we have heard a great deal about the Great Resignation. Many are calling it the Great Retirement. Many people are retiring before Age 59 1/2 and do…

The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’…

Your client's tax return is a wealth of information to guide the financial planning discussion. Join Larry Pon, CPA to learn how to read a tax return to better understand your…

This webinar features the research of Professor Jim DiLellio that provides a framework to find an optimal decision for tax-efficient retirement income. By developing a model for…