Author: Spotlight News

Jeff Altman discusses financial strategies for every stage of life Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution/  Jeff Altman discussed the accumulation phase of life, where individuals build assets through risks and efforts over many years. This phase spans a significant portion of one’s life, during…

Rocklin California Dentist Dr. Kasi Franck of Franck Family Dental announces their 2024 scholarship awards to graduating seniors Ava Rufin of Whitney High School and Jessica Wagner of Rocklin High School.

Lee Knoll discusses leveraging technology for easy tax and accounting solutions Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting/ Client portals, e-signatures, and document management apps are essential tools that can significantly enhance communication, security, and efficiency in handling tax and accounting needs. Lee Knoll emphasized the…

James Lavorgna discusses strategies for tax mitigation James A. Lavorgna has published a compelling new article focusing on charitable tax strategies to mitigate taxes. His expert analysis highlights two favored approaches: the reversionary charitable lead trust and the charitable bargain sale. The article provides real-life examples demonstrating how these strategies…