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Preparing Your Clients for a Higher Tax Environment

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Manage episode 299505096 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

James Lange, CPA, is a principal and financial adviser with Lange Financial Group LLC in Pittsburgh and author of The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax. He joins us to discuss the factors leading to a higher tax environment and what CPAs can do to get their clients ready.

To read the full transcript click here.

  continue reading

231 episodes

Artwork
iconShare
 
Manage episode 299505096 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

James Lange, CPA, is a principal and financial adviser with Lange Financial Group LLC in Pittsburgh and author of The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax. He joins us to discuss the factors leading to a higher tax environment and what CPAs can do to get their clients ready.

To read the full transcript click here.

  continue reading

231 episodes

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