Together we can protect the financial assets of your clients.

CFP, CPA, CLE, CE & Pace Credits 

Presented by David J. Zumpano, CPA, Esq.

Avoid the 5 Common Mistakes

1. Trying to avoid income taxes now

2. Incurring unexpected Excise Taxes

3. Losing your IRA to Long-Term Care (LTC) costs

4. Paying Income AND Estate Tax

5. Naming your beneficiaries as beneficiary

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