Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Patricia Annino, AEP
Patricia M. Annino is a nationally recognized authority on estate planning and taxation, with more than 25 years of experience serving the estate planning needs of families, individuals, and owners of closely held businesses. Patricia is Chair of the firm’s Estate Planning and Probate Practice Group as well as a member of the firm’s Media Law Practice Group, where she represents authors, artists, and musicians in estate planning and probate matters.
The breadth and depth of Patricia’s expertise in the areas of inheritance law, trust law, and common law in issues related to real property and intangible property interests, has resulted in her being retained to testify as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at issue. Her opinions have been favorably relied upon by the probate and family court when she has testified.
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.