Here is another one of Charlie's Broker World Columns. To navigate to the various pages, click the arrows at the...
The IRS “Death Penalty”
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Taxes Blogposts
Rollovers, Transfers, and 1035 Exchanges: Don’t Assume You Already Know
A client of mine calls me up and says, “my CPA says (oh boy, here we go) that I should have gotten a 1099R for my...
Video: Charlie’s Thoughts on David McKnight Annuity Video
Below is Charlie's video. Also, below that video is the David McKnight video that Charlie is referring to....
Whitepaper: Annuity Taxation
Here is a whitepaper that was written by our friend Heather Schreiber, who is one of the nations foremost tax and...
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
2023 Tax Reference Sheet
Print this off and put it in your briefcase. This reference sheet will allow you to answer questions such as, "Can i...
Webinar Recording From 1/12/2023: Charlie’s Annuity, Life, and LTC Update
You don't want to miss this one! The Recording is below. The industry has been changing at an unprecedented pace over...
Video: Are LTC Premiums Deductible For Businesses?
https://youtu.be/T6oSJWKklrM
Webinar: Understanding the Form 1040 and Practical Tax Tips for Agents
https://youtu.be/EanhOzMCXVk
Client Webinar Recording: Addressing Long-Term Care Expenses in Retirement
This was a nationwide webinar that Charlie did for the clients of CG Financial Group's agents....
Video: Real Estate Taxation and the Overall Impact
Below is five-minute video that discusses a case I had recently where I discussed the tax treatment of a home sale and...
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
