If you're approaching retirement in Las Vegas, the legal and tax decisions you make in the next few years will shape your financial security for decades.
The highest-value window is ages 55 to 65 — the decade before retirement. Account structure, distribution timing, and estate documents decided in these years shape your financial security for decades after.
We combine attorney and CPA licenses within one team, so tax strategy and legal documentation are handled together instead of across separate professionals who never talk to each other.
Every engagement is tailored to your situation. Below are the specific areas we cover.
Evaluation of Traditional, Roth, SEP, and SIMPLE IRAs, assessment of Roth conversion windows, and structuring to reduce required distributions.
Guidance on direct rollovers and in-plan Roth conversions, coordinated with your plan administrator to avoid tax penalties.
Calculation of annual RMD obligations across accounts, strategies to reduce them, and integration into your overall income plan.
Modeling claiming strategies at different ages — 62 versus 70 and everything between — to maximize lifetime benefits.
Speak with an attorney who is also a licensed CPA. Your consultation is free and confidential.
From your first call to long-term strategy, here is exactly what to expect when you work with us.
A 60–90 minute review of your current accounts, beneficiary designations, income sources, Social Security estimates, and existing estate documents.
We identify where account structure, distribution timing, or estate documents are costing you money or exposing you to risk.
You receive a specific plan covering rollovers, RMDs, Social Security timing, and any estate document gaps.
We handle the paperwork and revisit the plan as tax law, account balances, and your circumstances change.
Lenny Whiting
Admitted 2012 · NV Bar #14822
I founded CPA Attorney LLC to fill the gap between accounting and legal strategy. With dual credentials as a licensed CPA and Nevada attorney, I help clients keep more of what they earn — legally and permanently.
Full bioAnswers to the questions we hear most often about retirement planning.
The highest-value window is ages 55 to 65 — the decade before retirement.
An RMD is the minimum annual withdrawal the IRS requires from traditional IRAs and 401(k)s beginning at age 73 under SECURE 2.0. Missing the deadline or underpaying triggers a 25% federal excise tax on the shortfall.
Yes, through a direct rollover where your plan administrator transfers funds straight to your IRA.
We analyze withdrawal sequencing, Roth conversions, Social Security timing interactions, and qualified charitable distributions.
Often yes for Las Vegas residents with meaningful retirement assets.
A review of your accounts, beneficiary designations, income sources, and estate documents to identify gaps, followed by a written plan.
Have questions or need legal assistance? Contact us today — our team is here to help. Whether by phone, email, or through our online form, we're ready to listen and provide the support you need.
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