News & Events

Traditional IRA's to Roth IRA's

In 2010 there is a great opportunity to convert your tax deferred funds in your retirement account into tax free funds. Let Steve Venuti from CPA Exchange Services help you decide if this is right for you. Steve will conduct this special workshop for those that want to hear about one expert's analysis on this great opportunity.
    
Steve Venuti - CPA Exchange Services Inc. Since 1997, Steven has been providing clients with the strategies to legally reduce their taxes and increase and retain their wealth. He is a CPA with a Masters in Taxation. He has expanded his business, so that he now provides QuickBooks, Accounting and business consulting services for a variety of small businesses. His practice specializes in providing these strategies to Real Estate Entrepreneurs.
      
Steve is also the president of CESI. In 2003, he decided to enter the specialized field of 1031 Exchanges. After evaluating several franchise-type Exchange companies, he decided to purchase Al Aiello’s Exchange Company (National Exchange Services Inc.). The reason that Steve purchased Al’s company is because he had a system in place that could guide clients to find a solution for just about every 1031 Exchange scenario or dilemma. This is important because 1031 Exchanges are truly a “dot your ‘i’, cross your‘t’ strategy”. Our documentation is in total harmony with the IRS Safe-Harbor regulations.

http://www.cesi1031exchange.com/