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James Lange

James Lange, CPA/Attorney/Registered Investment Advisor

CPA, Lawyer, Bestselling Finance Author & Roth IRA Expert

Owner, Lange Financial Group, LLC
Bird In Hand,PA
  • 3.9
  • 126 reviews
  • 204 Professionals Trained
  • 2 Courses

About Speaker James Lange, CPA/Attorney/Registered Investment Advisor

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.

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




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.


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.


Instructor was extremely knowledgeable.


very interesting


Great webinar!


Good learning




He spent time looking for employees to work for him.


This was my first time using ZOOM but thanks to the instructors clear speaking voice and pacing of the material I found my comfort zone and got a lot from the class


it is new information to me. As attorney-spa, I may consider what kind of opportunity is out there rather than a traditional office job.


Spent 2 hours for barely more than 1 hour of certification material.




Was completely worthless. The speaker spent most of the time pitching for a CPA to come work for him. What little content there was could have been covered, and covered better by a more competent presenter, in one hour or less. It was a complete waste of my valuable time.


I didn't care for the presenter. He really loves himself and his accomplishments. Not the proper format to blow his own horn. The purpose is to teach and not to try to recruit or make himself feel good with all of his purported knowledge.

The Best Estate Plan for CPAs and Their Clients

The Best Estate Plan for CPAs and Their Clients

  • Oct 20, 03:00 PM EDT
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
  • CIPM
  • 4.4 (46)
Tax-Free Wealth CE credit webinar

Building Tax-Free Wealth from Taxable Assets for CPAs and Their Clients

  • Sep 01, 03:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
  • 4.5 (80)