National Registry of CPE Sponsors

National Registry of CPE Sponsors

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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

Website

https://iwstrategies.com/
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NASBA Approved providers:

  • National Registry

Registry ID:

143396

Approved Delivery Method:

  • Group Live
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  • 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:

    Introductory

    Delivery Method:

    • Group Live

    Location:

    • NJ
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