Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Elizabeth Carrie, JD, LLm
Betty helps clients navigate the complex world of tax as they form and grow their businesses and plan their family and charitable legacies. She concentrates her practice in the areas of taxation, estate planning/administration, and counseling businesses and tax-exempt organizations.
Betty has been involved in tax planning for individuals, tax-exempt organizations and business relationships of all types, with an emphasis on partnership and limited liability company issues. She also is experienced in tax issues dealing with real estate such as structuring like-kind exchanges and the unique tax and planning issues faced by exempt organizations engaged in business ventures.
In addition, Betty also has extensive experience in estate planning, including generation skipping transfer tax planning and wealth transfer and succession planning utilizing intentional grantor trusts, family limited liability companies and private foundations.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.