Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Robert E. Kass, JD, LLm
Bob concentrates on estate planning, tax counseling, wealth preservation, and planned giving. He is thorough and analytical, while giving great personal attention to his clients.
His practice includes estate planning, wealth preservation, and planned giving, for estates of all sizes. In addition to the traditional drafting of wills and trusts, he and his group specialize in sophisticated wealth preservation techniques, succession planning, probate and trust administration, post-mortem planning, as well as estate tax return preparation, gift and estate tax audits and appeals, and estate-related claims and litigation.
He is also heavily involved in charitable and planned giving techniques, to permit his clients to identify and meet their charitable objectives with maximum tax benefit.
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.