CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

James Lange, CPA, Attorney

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 his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act.

Jim’s RIA oversees $750 million under management.  Jim’s law firm has completed 2,857 estate plans includes wills, trusts, and beneficiary designations of IRAs and retirement plans.  Jim’s CPA firm still 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.

Some of Jim’s books have become classics endorsed by the country’s top experts.  Retire Secure! was endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, Roger Ibbotson, and 50 other experts; The Roth Revolution, endorsed by Ed Slott, and Bob Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs endorsed by Larry Kotlikoff, Jonathan Clements, and Paul Merriman; and The Retirement Plan Owners Guide to Beating the New Death Tax endorsed by Burton Malkiel, Larry Swedroe and Stephan Leimberg.