2008 Deloitte Tax Case Study Competition National Case Study In the 2008 Deloitte Regional Tax Case Study, you met Tyler Jordan, Lauren Nichols, and Chrissy Morgan. We called…
1. Taxes & Alternatives to Shape Your Investment PlanningWhat do you do now?February 27, 2010 2. Understanding where we are today in investments —Lewis CarrollWhy did…
Investment Analysis and Portfolio Management Dr. Tahir Khan Durrani Chapter 2 The Asset Allocation Decision Questions to be answered: • What is asset allocation? • What…
1. 2010 Tax Season Update Thank you for inviting O’Sullivan Creel LLP Presented By: Mort O’Sullivan, CPA, Managing Partner 2. Discussion Topics Tax In the News Key Changes…
1. I.R.A. 2. What Is an IRA?An individual retirement account (IRA)allows you to save money for retirement ina tax-advantaged way. 3. What is a Traditional IRA & a Roth…
1. Roth IRA Conversion WebinarThomas A. Seifert, CPA/PFS& Peter P. DeVito, CPA, CFP® October/November 2010 2. Thomas A. Seifert, CPA/PFSPartner & Senior AdvisorPeter…
1. Presenter’s Name Presenter’s Title Is a Roth IRA conversion right for you? 2. The Roth IRA opportunity Lower account values may make conversions attractive today…