Owner, Lange Financial Group, LLC
Jim Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He wrote 8 best-selling books including The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax. His books enjoy glowing testimonials from Charles Schwab, Larry King, Jane Bryant Quinn, Bob Keebler, Ed Slott, Burton Malkiel and many more. His newest book, Retire Secure for Professors is available as an advanced readers copy.
Jim’s RIA oversees $850 million under management. Jim’s law firm has completed 2,857 estate plans including wills, trusts, and beneficiary designations of IRAs and retirement plans. Jim’s CPA firm prepares 760 tax returns annually.
Jim wrote the first peer-reviewed article regarding Roth IRA conversions in 1998 published in The Tax Adviser. Jim has authored 5 peer-reviewed articles in Trusts & Estates, and he is a regular contributor for Forbes.com and Retirement Daily.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
108 Ratings
PS
Oct 20th, 2021
The instructor was very knowledgeable. He talked very clearly and was easy to understand. The information was very interesting and informative. He talked a little bit too much about his book and trying to sell it but I thoroughly enjoyed the class.
SV
Oct 20th, 2021
Lange is a great speaker. As soon as he mentions the 67000 EA s all of whom do taxes as well as the 670 000 CPA s about 20% who specialize in taxes it will be perfect.
CS
Oct 16th, 2022
The instructor was very knowledgable and easy to listen to.
BAA
Oct 20th, 2021
Instructor was extremely knowledgeable.
JT
Nov 22nd, 2023
He covered all the necessary changes to estate planning. As well as the exclusion changes due to the SECURE Act that was put in place.
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