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Using an actual case study design book, estate planning attorney Steve Mancini will share the assets, liabilities, facts, goals, and key drivers that lead to the wealth design…

You know that converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage…

Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU…

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 attributable to future gifts…

The benefits of a series of well-timed Roth IRA conversions in the appropriate situation could mean tens, or hundreds of thousands, of dollars difference to you and your family.…