Roth Conversions to Lower Income Tax Liability

You may have been properly advised all your working life to maximize your 401(k) and take advantage of the pre-tax deduction. This avoided income tax on those contributions during your highest earning years. However, Uncle Sam always looms large. Those 401(k) plans...

The Quick & Dirty Personal Finance Checkup 2024

If you like benchmarks and checklists, this is the webinar for you. We will build the foundation of a financial plan with high level thoughts on where you should be at your age or stage of life. Looking to retire early, or just simply around age 65? We will discuss...

Investment Vision 2024

What does the climate look like for investing in 2024? Last year saw a rally in stocks amidst rising interest rates and tempering inflation. The Ukraine war continued, China displayed some economic weakness, and the conflict in Israel unsettled the world. Join our...

2024 Tax Guide for Locum Tenens

As a locum tenens doctor, physician assistant, nurse, dentist, or CRNA, you work as an independent contractor! Andrew Schwartz, CPA., helps locum tenens providers understand how to navigate and file their taxes.