Bob Veres Inside information: AICPA ENGAGE Conference
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Bob Veres Inside information: AICPA ENGAGE Conference

3 months ago · 836.1 KB Download





In the July edition of Inside Information, Bob goes in depth on:

  • Helping your clients prepare for unexpected distribution requirements from inherited (traditional) IRAs, accelerate income into today's low tax rates, look at upstream planning opportunities, and learn from a planning thought leader's plan for himself.

  • An enhanced set of content calendars is coupled with a team of marketing consultants who will serve as outsource marketing managers.

  • It's not hard to find pre-written explanations of planning concepts. Here's one of

Download the Bob Veres Inside information: AICPA ENGAGE Conference

File name: Bob Veres Inside information: Technical Techniques

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