Live Webinars
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…
Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone…
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’…
Nearly 62% of all corporations are S corps. But are they always the best choice? Join CPA Larry Pon to enhance your of understanding the advantages and disadvantages of S…
You may be very familiar with Back-door Roth conversions from Traditional IRAs, BUT are you familiar with how clients can convert up to $43,500 a year through a MEGA Back-Door…