Live Webinars
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’ future…
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…