One thing I’ve always enjoyed doing over the years is answering tax questions from both advisors and consumers.
Fielding questions is many times how I learn of new tax scams in the market.
If you have a question about qualified plans, Roth plans, defined benefit plans, captive insurance companies, Section 79 plans, leveraging plans, cash value life insurance, annuities, etc., etc., feel free to e-mail me at info@thewpi.org.
I am usually good about turning around answers within 24 hour.
