"Think of Retire Secure! as a GPS for your money. You may know where you are and where you want to go, but you don't know how to get there. Jim offers the best routes."
–Larry King,
Larry King Live, CNN
Buy now!
Learn more!
"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."
–Charles Schwab
|
"Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."
–Jane Bryant Quinn,Newsweek, Bloomberg.com
|
|
|
|
|
|
|
Profile
Mr. Kohman offers retirement and estate planning,
business and individual tax preparation, accounting,
business valuation and litigation support services to individual and
business clients in many industries. Since his initial
certification as a CPA in 1984, he has obtained experience and knowledge
that allows his clients realize significant savings of time, money and
peace of mind.
Steven has maintained his designation as a
certified specialist in estate planning since 1998. Through his
education and experience in estate planning, he helps clients to
transfer wealth to succeeding generations with maximum
estate/gift tax savings through the use of retirement plan rollovers, Roth IRA conversions, various trusts, tax
elections, will provisions, insurance and investment planning decisions. Appropriate analysis of the circumstances is made, including the available resources; general and specific risk factors; and the needs, desires and values of each client.
Through the use of
specialized software, Steven works closely with
retirement-minded clients to model financial plans to determine how
their assets will provide for them throughout their lives and into
successive generations. Reports generated in this process demonstrate the effects of certain retirement and estate planning decisions and help to formulate the most appropriate strategies. Steven also prepares an assessment of how and when Roth IRAs and Roth IRA conversions can be used most effectively to increase wealth for the family.
Steven manages the tax matters for many of the firm's clients. He prepares tax strategies and returns for families of working professionals, retirees, investors and business owners. Besides individual income tax returns, he prepares returns for trusts, estates, corporations, LLCs, partnerships, gifts and inheritances. Special attention is paid to both near-term and long-term tax situations and anticipated changes in the tax laws to design and implement the most effective tax plans.
Education
- University of South Florida, Tampa, FL
Graduated in June 1981 with a B.A. in Accounting
Professional Licenses
- Certified Specialist in Estate Planning, September 1998
- Resident Insurance Producer
- Certified Valuation Analyst (CVA), September 1997
- Certified Public Accountant, May 1984
Professional Experience
Fifteen years accounting experience including:
- James Lange & Associates
- Kohman & Company
- James J. George, CPA
- Allegheny General Hospital
- KPMG Peat Marwick Main & Co.
- Main Hurdman KMG
- D. C. Hutchinson & Co.
Professional Affiliations
Pennsylvania Institute of Certified Public Accountants
National Association of Certified Valuation
Analysts
|
|
|
|
|
|
Claim Your FREE 12-Part Mini-Course
Getting the Most Out of What You’ve Got:
How to Make Your Money Last for Life – and Beyond
Jim’s tips for getting the most out of your existing IRA, retirement plans and more. You’ll automatically receive our monthly Retire Secure! newsletter to keep you up-to-date on news and issues that affect your retirement money. And, you’ll receive a bonus report titled: The Ideal Beneficiary Designation of Your Retirement Plan: Lange’s Cascading Beneficiary Plan.
** We respect your email privacy. |
|
|
|
|
|
