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Documents Estate Planning Presentation

This is a general estate planning and estate tax presentation that was held in 2009, and may be construed as Attorney Advertising.

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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…

Business Taxes & Alternatives 2 27-10 aaii dc

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…

Business Chapter 16

1. Personal Finance: An Integrated Planning Approach Winger & Frasca Chapter 16 Retirement and Pension Planning http://www.prenhall.com/winger/ 2. Major Topics Review…

Documents investment

Investment Analysis and Portfolio Management Dr. Tahir Khan Durrani Chapter 2 The Asset Allocation Decision Questions to be answered: • What is asset allocation? • What…

Economy & Finance 2011 Tax Tips from O'Sullivan Creel

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…

Documents B Bootcamp vol. 1

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…

Documents Roth IRA Conversion Webinar

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…

Documents Roth Conversion

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…