I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans. Denise Appleby
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Denise is a nationally recognized expert on the tax laws and IRS requirements that govern IRAs and employer plans for small businesses. She is an author, consultant, trainer, and speaker on the tax laws and operations compliance that govern IRAs and employer sponsored retirement plans.
Denise’s consulting practice focuses on protecting retirement savings accounts from costly mistakes.
Denise works with advisors to help ensure that their clients avoid these mistakes, by simplifying the tax code and other governing rules and regulations. When possible, Denise helps to correct mistakes that have already been made, and have helped individuals save from a few hundred to millions of dollars by avoiding and/or correcting mistakes