Exhibitors
Integrated Wealth Strategies
Integrated Wealth Strategies LLC was created to provide our clients with a proactive approach to business, assets, and tax planning. With a combined 40 plus years of experience in accounting, business, insurance, and investment consulting with the two managing partners, Donald S Bicking Jr CPA/CTC and Joseph C Maniaci Jr, offer advanced financial, insurance, and tax strategies to our clients.
It is our goal to provide our clients with effective strategies to increase wealth and reduce taxes. We have established an extensive network of experienced and vetted specialists to help us provide additional expertise. In addition, we welcome the opportunity to work with any existing professional relationships. The results lead to a strategic process that maximizes wealth, protects assets, and reduces taxes.
Address
800 Kings Highway N.Suite 201
Cherry Hill, NJ
08034
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
143396Approved Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This course covers the following areas Understanding an individual’s tax burden Learn the tax benefits of donating to a 501c3 Understand how a LLC and DAF can increase control over donated funds Learn ...Program Level:
IntroductoryDelivery Method:
- Group Live
Location:
- NJ