James Polese will be one of the presenters at the Arizona Society of Certified Public Accountants Phoenix Tax Workshop on Saturday, January 17th. James’ topic is The Use of the IRA Trust for Estate Planning and Asset Protections.
James has extensive experience in tax and business planning as well as estate planning. He is a long time member of the Advisory Board for the Phoenix Tax Workshop. He has spoken and written on many business, tax, and estate planning matters.