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.
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(149) Ratings
MR
Apr 28th 2022
great course for wealth client based CPAS
CF
Apr 28th 2022
The course met my expectation, thank you.
DS
Mar 22nd 2022
All good
MJ
Feb 15th 2022
The instructor and the content was excellent. Glad to attend from someone who is expert and has practical knowledge.
NB
Feb 14th 2022
The topic has always been an interesting one and the presenter was able to keep my engaged attention over the entire webinar.
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