Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests|
Guest: Steven Kohman, CPA, CSEP, CRSP
For over 25 years, Steven Kohman has offered retirement and estate planning, business and individual tax preparation, accounting, valuation and Roth IRA conversion planning services to individual, family, and business clients. Since his initial certification as a CPA in 1984, Steve has gained relevant experience and knowledge and a continual commitment to his client’s best interests, allowing them to realize significant savings of time, money and peace of mind.
Steve has maintained his designation as a Certified Specialist in Estate Planning since 1998, and received his Certified Specialist in Retirement Planning designation in 2013. Through his education and experience in estate and retirement planning, he helps clients optimize their financial resources for a secure retirement and maximize transfers of wealth to succeeding generations. Steve obtains a deep understanding of each situation by a thorough and comprehensive analysis of available resources, general and specific risk factors, and the needs, desires and values of each client. Clients and their families enjoy significant wealth enhancements along with estate, gift and income tax savings by Steve’s customized solutions involving retirement plans, rollovers, Roth IRA conversions, various trusts, insurance, will provisions, certain tax elections, and investments.
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.