New Tax CPE Course - Roth IRAs & Qualified Roth Contributions

Posted on April 26, 2010

This tax cpe course explores the various aspects of the Roth IRA and Qualified Roth Contributions to 401(k) and 403(b) plans in light of the removal of the conversion limits for years after 2009. [..]

New Tax CPE Course - Debt Cancellation and Foreclosure Issues

Posted on April 26, 2010

This tax cpe course looks at the implications of debt relief as it applies to a number of situations, including foreclosure, repossession, voluntary reconveyance, short sale, abandonment of secured [..]

ClientWhys Connect - Barbara McGrew, E.A

Posted on April 20, 2010

"Thanks for the help with specific questions and the flood of information on all different subjects. Who knew there could be so many answers and interest in so many questions."Barbara McGrew, [..]

ClientWhys Connect - Jaime Aguayo

Posted on April 16, 2010

"I needed to give thanks to everybody who helped out in this forum - Lee, thank you FOR this forum. There are some really knowledgeable people here and I appreciate their willingness to share [..]

ClientWhys Connect - Robert St. Pierre

Posted on April 16, 2010

"By the way this may be the best thing I have ever signed up for in my 15 years of practice, being a sole practitioner, this is awesome. "Robert St. Pierre

ClientWhys Connect - Pat Stansbery

Posted on April 15, 2010

"Thanks for all the help...certainly calmed the nerves...more heads are better than one..." Pat Stansbery

ClientWhys Connect - Harlow S Dawson

Posted on April 15, 2010

"Thanks for all your help. Enjoy your break." Harlow S. Dawson

ClientWhys Connect - Elaine Mays

Posted on April 15, 2010

"Thanks for this forum because I work alone and sometimes I need someone to just bounce things off of -- like this. "Elaine Mays

New CA Home Mortgage Debt Relief Income Exclusion

Posted on April 13, 2010

The Governor has signed into law the new CA Home Mortgage Forgiveness Debt Relief Income Exclusion retroactive to January 1, 2009 and through 2012.   This is an amended opportunity where taxpayers [..]

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