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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…

An estimated 1.5 million Americans lose their spouse each year. In addition to the emotional toll, the loss of a spouse can present several tax issues, some of which are not…

You have a bunch of 401(k) plans with previous employers, what should you do?   Should they be consolidated into one 401(k)?  Such as the 401(k) of your current…