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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

External Resources

Expert Witness and Consultant on IRA Compliance and Administrative Procedures

James C. Lenaghan- LinkedInProfile


Recommended Books That Every Advisor Should Have

Life and Death Planning for Retirement Benefits. (book) by Estate Planning Expert Natalie B. Choate, who practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Provides the information practitioners need to deal with their clients' retirement benefits

The New Retirement Savings Time Bomb

Taxes will be the single biggest factor that separates people from their retirement dreams. Americans have invested trillions of dollars in retirement plans, turning them into the biggest, most valuable assets they own—often worth more than even their homes. But these accounts also typically have a huge unpaid debt facing them at future tax rates upon distribution creating looming uncertainty about how much of your clients’ hard-earned money they actually get to keep.


Help your clients protect the assets they’ve spent a lifetime building from excessive taxation with insights from Ed Slott’s highly anticipated and completely updated best-seller The New Retirement Time Bomb (scheduled for release March 2, 2021.) Learn how to diffuse and explain this ticking tax time bomb in 5   easy steps.

The New Retirement Savings Time Bomb: 5 Easy Steps to Help Clients Take Control, Avoid Unnecessary Taxes & Combat the Latest Threats to Their Retirement Savings

IRA Reference Charts by Keebler & Associates, LLP, a tax advisory and CPA firm which provides family wealth transfer and estate tax planning and retirement distribution planning. They also provide educational resources to the estate planning community including attorneys, financial advisors, trust officers, accountants and insurance professionals.

A compilation of reference charts outlining the distribution and taxation rules of IRAs and retirement plans. education


SIMPLE, SEP, and SARSEP Answer Book, 2020 Edition

By Gary S. Lesser, Denise Appleby

This comprehensive, authoritative volume provides up-to-date coverage of recent legislative and regulatory developments in simplified employee pension (SEP) plans and savings incentive match plans for employees (SIMPLEs). SIMPLE, SEP, and SARSEP Answer Book, 2020 Edition provides clear and concise guidance on the complex design, administration, and compliance issues that arise in connection with SIMPLEs, SEPs, and salary reduction SEPs (SARSEPs).


Roth IRA Answer Book, Ninth Edition

By Gary S. Lesser, Denise Appleby

Roth IRA Answer Book provides in-depth coverage of the administration and operation of Roth IRAs. A team of practicing experts analyzes the most recent developments in practice, as well as legislation, regulation, and law. It is the one resource that takes pension professionals step by step through all aspects of plan administration and compliance.



 General resources for Financial, Estate, Retirement Planning professionals.

Form 5500 Expert

  318 Half Day Road
  Suite 205
  Buffalo Grove, IL 60089
  p: 847-383-5591
  c: 847-989-7338

Nicole Maholtz

800.694.7624 Fax: 803.781.7868

Web site:

Retirement Planning Software and Calculators

Retirement  and estate planning software and calculators. Email

SEPP/72(t) Calculators and resources

Retirement planning software and calculators

Affiliate link:
RetirementView Software – Professional Edition

Net Unrealized Appreciation (NUA) Expert

Steve Bigge
Stephen J. Bigge, CPA
Keebler & Associates, LLP
420 S. Washington St.
Green Bay, WI 54301
Phone: (920) 593-1702
Fax: (920) 593-1717

HodgenLaw (International Tax)

Visit their website for details about the services they offer


Foreign Trusts

Real Estate


...and more

Regulatory and Other Information from the Government


U.S. Department of Labor Employee Benefits

Social Security Administration


Professional Memberships

There are a number of watchdog agencies and interest groups working to ensure that our work adheres to strict industry standards. Our membership helps to guarantee the best possible results for your business.

 We're proud to be a member of the following organizations:

Medicare Resources
  • : This free resource highlights coverage, costs, eligibility and enrollment information, along with answers to some frequently asked questions.


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