Attorney Alan Augulis Completes Extensive IRA Training

Estate Planning Attorney, Alan Augulis, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.

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 Attorney Alan Augulis quoted in Barrons Magazine
Mr. Augulis was quoted in a Barron’s Magazine article on February 13, 2006 entitled “Revolution on Wheels. Special Report: Tax Planning.”

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 Attorney Alan Augulis quoted in the Wall Street Journal
Mr. Augulis was quoted in a Wall Street Journal article on January 23, 2006 entitled “No Thanks: Sometimes, refusing a windfall can be a wise move. Here’s how to do it.”

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 Critical New Privacy Regulations Impact You and Every Member of Your Family
In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."

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