About Roger Rossmeisl, CPA

Roger Rossmeisl, CPA, brings over 40 years of experience helping small business owners who have outgrown their current CPA firm and larger companies seeking responsive, cost-effective solutions they’re not receiving from their current CPA Firm. He goes beyond tax compliance, explaining the “why” behind the numbers and their impact on cash flow and other decision making. An avid follower of federal monetary policy, Roger adds insight into how government actions affect business and wealth. With a niche in franchised new vehicle dealerships, he has served over 100 franchise stores and groups through decades of evolving IRS rules and legislation.

(#535) Still Working After Age 70-1/2? You May Not Have to Begin 401(k) Withdrawals

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required minimum withdrawals (RMDs) from the plan no later than April 1 of the […]

By |2019-04-18T02:05:39-07:00April 18th, 2019|Individual Tax Briefs|Comments Off on (#535) Still Working After Age 70-1/2? You May Not Have to Begin 401(k) Withdrawals

(#533) Life Insurance Can Be a Powerful Estate Planning Tool for Non-Taxable Estates

For years, life insurance has played a critical role in estate planning, providing a source of liquidity to pay estate taxes and other expenses. […]

By |2019-04-17T21:36:21-07:00April 17th, 2019|General|Comments Off on (#533) Life Insurance Can Be a Powerful Estate Planning Tool for Non-Taxable Estates
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