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    • FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
    • FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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  • Avoiding The 60 Day Trap When Borrowing From An IRA

  • Boston Advisor Found $50 Million In Fake Refunds For Clients, Tried To Pay His Own IRS Bill With Fake Checks

  • Cut Your Clients' And Your Own Personal Income Taxes!

  • IRS Gets Involved In Monitoring Municipal Bond Transactions

  • IRS Offers Forgiveness For Missed SEPP Distribution

  • Martin Shenkman's Two 2012 Tax Errors To Avoid

  • One-Time Financial Planner Arrested For Tax Evasion

  • The Special Needs Trust Exception

  • With Tax Law Changes So Uncertain, How Should Advisors Approach Year-End Tax Planning?

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.