Entrepreneur, June 30, 2011 Larry Elkin revisits key advice when facing an IRS audit.
We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Paul Jacobs in Daily Finance
Paul Jacobs encourages couples to coordinate their investments for successful retirement planning.
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Benjamin Sullivan in CNN Money
CNN Money, June 23, 2011Benjamin Sullivan offers advice to a family looking to move to a larger home.
Larry Elkin in Fox Business
Fox Business, June 15, 2011 Larry Elkin warns that there is no painless answer to the possibility of an oncoming bout …
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Benjamin Sullivan in Bankrate.com
Bankrate.com, June 5, 2011 Benjamin Sullivan gives Shaquille O’Neal retirement advice.
Paul Jacobs in Daily Finance
Paul Jacobs reminds investors about the flexibility of Roth IRA conversions.
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Larry Elkin in the Los Angeles Times
Los Angeles Times, May 30, 2011Larry Elkin emphasizes the importance of professional representation when dealing with an IRS audit.
Shomari Hearn in CNN Money
CNN Money, May 19, 2011 Shomari Hearn warns against clinging to money expectations and values that are no longer realistic.
Paul Jacobs in Investment News
Investment News, May 15, 2011 – (article available to subscribers)Paul Jacobs emphasizes the importance of carefully researching absolute-return funds before investing.
Larry Elkin in Los Angeles Times
Los Angeles Times, May 1, 2011Larry Elkin notes that many tax-due notices are issued in error, and offers advice on …
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