Guest: Seymour Goldberg, CPA, MBA, JD

Guest of The Lange Money Hour: Where Smart Money Talks

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The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Seymour Goldberg, CPA, MBA, JD

Seymour Goldberg, CPA, MBA, JD, is a senior partner in the law firm of Goldberg & Goldberg, P.C., Jericho, New York.  He is Professor Emeritus of Law and Taxation at Long Island University.  Mr. Goldberg is the recipient of the American Jurisprudence Award in Federal Estate and Gift Taxation from St. John’s University School of Law.  As an instructor for the Foundation For Accounting Education and the American Institute of Certified Public Accountants, Mr. Goldberg has taught many CPE courses on trust accounting and taxation at the state and national level and has taught CLE courses for the New York State Bar Association and local bar associations.  He is the recipient of outstanding discussion leader awards from both the American Institute of Certified Public Accountants and the Foundation For Accounting Education.  He was formerly associated with the Internal Revenue Service.  Mr. Goldberg has been quoted in the New York Times, Forbes, Fortune, Money, U.S. News & World Report, Business Week, The Wall Street Journal and the Tax Hotline.  He has also been interviewed on CNN, CNBC and WCBS.  He is a member of the IRS Northeast Pension Liaison Group and has been involved in conducting continuing education outreach programs with the IRS on the retirement distribution rules.  He is the author of several manuals for the American Bar Association and the American Institute of Certified Public Accountants on the trust accounting rules and the taxation of retirement distributions.

The Lange Money Hour episodes with this guest:

Episode 105October 30, 2014
Avoid These IRA Landmines with guest Seymour Goldberg, CPA, MBA, JD
Read Show Transcript | Listen to MP3

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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.