Roth Update Recharacterizations and Reconversions

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Did you realize estate tax planning doesn’t end with death? Many practitioners rightfully focus on the variety of inter vivos options clients can choose from. However, after death there’s plenty of work remaining beyond mere reactionary compliance. The options and choices are meaningful…

The American Taxpayer Relief Act (ATRA) added the first major changes to the U.S. Tax Code in over a decade. These new tax laws, already in effect, significantly impact the proper advice that CPA financial planners are giving their prospects and clients…

This year presents an unprecedented opportunity for you to differentiate your firm, differentiate your services and show that you provide significant value to your clients by having all of their financial planning needs in mind, including retirement, estate, tax, investment and insurance planning…