Podcasts

  • Jonas Andersson is head of standardization at Fingerprints.

    April 8
  • For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.

    April 8
    Retirees are advised to tap into their Roth accounts last to minimize hefty tax bills associated with 401(k) distributions.
  • April 8
  • The CEO of Perspective Partners shares how software can help answer healthcare and retirement benefit questions during the enrollment process.

    April 8
  • The technology can tap into the nuances of an employee’s emotional state, helping employers ensure their employees feel supported and heard when working remotely.

    April 8
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  • Raef Lee is managing director and head of the new services and strategic partnerships division at Independent Advisor Solutions by SEI. Follow him on Twitter at @SEIRaefL

    April 8
    Raef Lee, Managing Director, SEI
  • Ryan VanderVelden is a manager with KBKG specializing in cost segregation and fixed asset services. He has over four years of experience conducting cost segregation studies, fixed asset reviews, repairs/maintenance cost analyses, and retirement studies.

    April 8
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  • Malik Javed is a principal and oversees engineering operations for cost segregation projects at KBKG. He is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and is currently a member of the ASCSP Technical Standards Committee. Since joining KBKG in 2004, he has performed thousands of cost segregation studies for clients in various industries, regularly reviewed architectural and engineering drawings and construction cost budgets. He has provided continuing professional education to hundreds of CPAs across the country on various real estate tax issues. He has also successfully represented KBKG’s clients in an IRS audit.

    April 8
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