Reviews written by jvistica
jvistica
March 16, 2022
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Great thanks. Please answer: Q: If IRA owner names a person with qualified disabibility as primary beneficiary of IRA and primary/disabled beneficiary dies, Does contingent beneficiary need to take...
jvistica
August 29, 2018
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Excellent webinar as always with Bob. Any chance you could point me where to look into the consulting definitions under Section 199A to see if an executive recruiter could...
jvistica
March 28, 2018
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Excellent content! I'd like to see a session that drills into planning ideas for families with large rental estate rents/holdings and also more on how best to help dental practices...
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Webinars
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