Live Webinars
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’ future…
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…
SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules…
To minimize taxes, protect assets and give you and your beneficiaries greater control, there are a few states that stand above the rest when it comes to trust laws. When it comes…