Articles

Who We Are & What We Do

2017 Maximum Limitations for Qualified Plans

CPA Tax Questionnaire

The CPA Journal Articles:

February 2016 - The Author Responds (Comeback article to November 2015 article)

November 2015 - It's Amazing What CPAs Can Do

Archived Articles:

The CPA Journal September 2014 - Using Life Insurance for Tax Reduction & Asset Preservation

The CPA Journal February 2014 - Developing Strategic Partnerships with Small Businesses in Retirement Planning

National Underwriter - Now's the Right Time to Reintroduce Whole Life

These articles are from previous years and the data in them may not be applicable today.