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James Lange

James Lange, CPA/Attorney/Registered Investment Advisor

Bird In Hand,PA
  • 4.3 / 5
  • 569 Professionals Trained

Nominated for the following myCPE Awards

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About Speaker

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.

Area of Expertise

  • Retirement and Estate Planning
  • Will & Trust Preparation
  • Tax Planning & Preparation and Tax-Saving Strategies
  • IRA Planning and Roth IRA Conversions

There are no Webinars available in Section.

Tax-Free Wealth CE credit webinar
Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients
  • May 31, 10:00 AM EDT
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • 4.5
  • (290)


  • 4.3

(149) Ratings



Very Good









Michael Ricozzi, CPA (US)

Apr 28th 2022

great course for wealth client based CPAS


Chrishanthi Fernandopulle, CPA (US)

Apr 28th 2022

The course met my expectation, thank you.


Douglas Sheehan, CPA (US)

Mar 22nd 2022

All good


Meena Jaiswal, CPA (US)

Feb 15th 2022

The instructor and the content was excellent. Glad to attend from someone who is expert and has practical knowledge.


Nicole Bartle, CPA (US)

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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