Host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire, Miles & Stockbridge, PC. Projections have been made that the majority of 2018 tax returns will show a lower income tax. Our discussion will focus on how you should benefit from the changes.
Bob Leins welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC, to the studio to discuss the possible changes in tax and estate law during the Trump administration.
June 5, 2017
This week on For Your Benefit, hosts Bob Leins and Tammy Flanagan present their annual analysis and presentation of the “Back Door Roth IRA” and the “ The transfer of a Voluntary Contribution Account to a Roth IRA”. January 14, 2016
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions and listen live here!