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A Cpas Basic Guide To Proven Estate Planning Strategies To Protect Client Wealth
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Book Synopsis A CPA's Basic Guide to Proven Estate Planning Strategies to Protect Client Wealth by : David Thomas (III.)
Download or read book A CPA's Basic Guide to Proven Estate Planning Strategies to Protect Client Wealth written by David Thomas (III.) and published by Amer Inst of Certified Public. This book was released on 2000-01-01 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Wealth Preservation by : Doug H. Moy
Download or read book Wealth Preservation written by Doug H. Moy and published by Wiley. This book was released on 1998-06-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.
Book Synopsis Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E by : Robert A. Esperti
Download or read book Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Book Synopsis Wealth Protection by : Christopher R. Jarvis
Download or read book Wealth Protection written by Christopher R. Jarvis and published by John Wiley & Sons. This book was released on 2002-11-04 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: "As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.
Book Synopsis Estate Planning by : William P. Streng
Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Book Synopsis Wealthcounsel(r) Estate Planning Strategies by : Randy Gardner
Download or read book Wealthcounsel(r) Estate Planning Strategies written by Randy Gardner and published by . This book was released on 2009 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning by : Stewart H. Welch, III
Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-12 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Book Synopsis Wealth Management in the New Economy by : Norbert M. Mindel
Download or read book Wealth Management in the New Economy written by Norbert M. Mindel and published by John Wiley & Sons. This book was released on 2010-02-08 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Reveals how you can reduce market risk by using proven theories of portfolio management Written by accomplished financial advisor, attorney, and CPA Norbert Mindel Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.
Book Synopsis Estate Planning Made Simple by : Riley G Foster
Download or read book Estate Planning Made Simple written by Riley G Foster and published by Independently Published. This book was released on 2024-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: IT'S NEVER TOO EARLY TO PLAN FOR THE FUTURE, AND IT'S CERTAINLY NEVER TOO LATE TO SECURE YOUR LEGACY-REGARDLESS OF THE SIZE OF YOUR WEALTH. ⏰ FOR A LIMITED TIME! UNLOCK YOUR EXCLUSIVE BONUS WITH THIS PURCHASE: a comprehensive GUIDE TO RETIREMENT PLANNING, seamlessly integrating with estate planning to maximize your future security. Discover vital strategies for financial health, effective retirement income sources, advanced investment options, and essential legal documentation. Are you ready to take control of your future but unsure where to start? Concerned about how to protect your hard-earned assets from the uncertainties of life? Want to ensure your loved ones are cared for in exactly the way you wish after you're gone? Introducing "ESTATE PLANNING MADE SIMPLE" - your comprehensive guide to demystifying the estate planning process and unlocking the peace of mind you deserve.
Book Synopsis Estate Planning for the Future by : Zachary G Farris
Download or read book Estate Planning for the Future written by Zachary G Farris and published by Independently Published. This book was released on 2024-05-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It's not a fun topic, but it is one that is necessary.It is one that if you put it off repeatedly, then you can ultimately leave your dependants short-changed or confused. The truth is that losing a loved one isn't easy for anyone, but knowing the estate is in order can at least soften the blow. Introducing Estate Planning For The Future: A Family Guide to Preserving Wealth and Legacy, a must-read guide for anyone who wants to secure their future in seven easy steps. At first glance, the wording surrounding estate planning can often seem complex and confusing, which can be demotivating. However, with this easy-to-understand guide, you can easily overcome this issue while also understanding how to effectively manage and allocate diverse assets fairly across family members. Inside Estate Planning For The Future: A Family Guide to Preserving Wealth and Legacy, discover: a detailed breakdown of the complexities of estate planning. how to ensure your assets are protected and efficiently passed on to beneficiaries. ways to reduce anxiety about the future by putting a solid plan in place. steps to minimize potential disputes among family members through clear, legally sound directives. strategies to minimize estate taxes and maximize inheritance for beneficiaries. Don't spend another minute leaving your family confused about your estate should the worst happen. Grab a copy of Estate Planning For The Future: A Family Guide to Preserving Wealth and Legacy today!
Book Synopsis Estate Planning Client Strategies by : Mario Santilli, Jr
Download or read book Estate Planning Client Strategies written by Mario Santilli, Jr and published by Aspatore Books. This book was released on 2010 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on best practices for working with clients on estate planning during todays economic and political environment. Featuring experienced partners from law firms across the nation, these experts guide the reader through the challenges currently affecting trusts and estates practitioners, including recent legislation, the growing baby boomer generation, the economic crisis, and the federal estate tax. These top lawyers give tips on developing a successful estate plan, with advice on preventing common mistakes, using the correct language, selecting the appropriate trusts, and avoiding litigation. From understanding client wishes and addressing concerns to working with unique family situations and integrating family counseling techniques, these experts reveal proven strategies for advising clients on the intricacies of estate planning. Additionally, these leaders discuss the rapidly growing areas of estate planning and how to take advantage of them. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this dynamic field.
Book Synopsis Practical Guide to Estate Planning, 2023 Edition by : Ray Madoff
Download or read book Practical Guide to Estate Planning, 2023 Edition written by Ray Madoff and published by . This book was released on 2022-07-26 with total page 936 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Practical Guide to Estate Planning (2022) provides an overview of estate planning and covers a wide variety of principles and tools that range from simple to complex. The informative guide contains an extensive, well-annotated collection of forms and examples that appeal to new and experienced estate planners alike. It is published by Wolters Kluwer and is available for purchase in softcover format. Features of Practical Guide to Estate Planning (2022) Practical Guide to Estate Planning (2022) addresses the rules involved in estate planning and the various ways in which estates may be structured to help protect assets from taxation. The layout of this book reflects the authors' emphasis on simplicity and clarity. The book begins by providing a general overview of the estate planning process, including the rules involved in estate planning and various ways in which estates may be structured to achieve desired tax effects. It then goes on to discuss gifts and specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning with the use of private foundations and split-interest trusts. At the end of Practical Guide to Estate Planning (2022), you will find an extensive collection of estate planning forms and examples that allow you to access the information you need quickly and conveniently. Some of these forms and examples include: Living trust Irrevocable life insurance trust Annual exclusion trust Pour-over will Will with outright dispositions Codicil Living will Charitable remainder unitrust Durable power of attorne Health care proxy Qualified personal residence trust (QPRT) Grantor retained annuity trust (GRAT) The library of forms and examples serves as a quick reference guide that explains why and how various estate planning tools are implemented. The authors provide comprehensive annotations and alternative drafting options throughout. Benefits of Using Practical Guide to Estate Planning (2022) With its wealth of information and impressive assortment of forms and supporting materials, this guide offers something of interest for every tax professional. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams, and charts, make it a work that will be useful to both the newcomer and tenured tax practitioner. It was written by a respected group of authors with extensive experience in the field, including: Ray D. Madoff, J.D., LL.M. Cornelia R. Tenney, J.D., LL.M. Martin A. Hall, J.D. Lisa Nalchajian Mingolla, J.D., LL.M. By using Practical Guide to Estate Planning (2022), you will gain a better understanding of knowing when and why a certain estate planning tool should be used. You will also be able to serve your clients more effectively and make use of the full spectrum of estate planning tools available. Order Practical Guide to Estate Planning (2022) Today Wolters Kluwer interprets tax laws and provides tax and accounting professionals the best solutions possible to successfully navigate the ever-changing tax landscape. Order your copy online.
Book Synopsis Estate Planning Client Strategies by :
Download or read book Estate Planning Client Strategies written by and published by Aspatore Books. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Client Strategies provides an authoritative, insiders perspective on key tips for developing estate plans to best meet client needs. Featuring experienced partners from law firms across the nation, these experts guide the reader through some of the common challenges facing trusts and estates lawyers in todays legal climate. These top lawyers offer advice on creating business succession plans, utilizing trusts to protect client assets, and navigating the uncertainty surrounding the federal estate tax. From shifting family dynamics to recent developments in the law, these experts reveal proven strategies for drafting estate plans that are flexible enough to provide for the possibility of unanticipated changes in the future. Additionally, these leaders discuss issues that commonly arise in probate and comment on how probate can be a useful device to resolve various legal issues. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this ever-evolving area of law.
Book Synopsis Manning on Estate Planning by : Jerome A. Manning
Download or read book Manning on Estate Planning written by Jerome A. Manning and published by . This book was released on 2014-06-07 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Long pending estate tax decisions were finally made by Congress in 2012 that have a significant impact on estate planning into the future. The new seventh edition of Manning on Estate Planning provides a comprehensive guide to the current law and regulations after the recent changes. Written by practitioners with more than 75 years of combined planning experience, Manning on Estate Planning, Seventh Edition has been the planning tool of choice for seasoned professionals who want sound advice on how to craft flexible, individualized estate plans that help clients reach tax and non-tax goals. Manning on Estate Planning, Seventh Edition provides a comprehensive survey of the features, advantages, drawbacks, risks, and current and future viability of every available planning vehicle, including: -giving you a working knowledge of the pros, cons, and viability of QTIPs, QDOTs, QSSTs, ESBTs, straight income trusts, charitable lead trusts, grantor trusts, private annuities, and many other strategies -enabling you to carefully consider all pertinent planning contexts and contingencies, including family issues, before crafting tailor-made plans for each client, and -helping you deal effectively with IRS special valuation rules, the GST tax, the federal income tax treatment of qualified employee benefit plans, and other especially complex issues. Manning on Estate Planning provides practical guidance throughout, helping you: -exploit exemptions that protect lifetime transfers from gift taxes -assess each client's planning objectives and select the right planning strategies -draft airtight planning documents -avoid the problems specific to certain planning strategies -devise effective plans that deal with the changes created by the American Taxpayer Relief Act of 2012 -deploy separate trusts to help clients qualify for the GST exemption -help couples exploit the marital deduction -structure inter vivos trusts to provide estate tax-free assets for children, and -defer taxes by picking the right beneficiaries of a qualified retirement program. Filled with practical suggestions and planning tips, Manning on Estate Planning, Seventh Edition, is your comprehensive guide to the many changes in estate planning. Updated at least once a year, Manning on Estate Planning is an essential reference for professional estate planners and tax attorneys and a useful and accessible resource for any individual concerned about estate planning.
Book Synopsis A CPA's Guide to Estate Planning Techniques for the Closely-held Business Owner by : David Thomas
Download or read book A CPA's Guide to Estate Planning Techniques for the Closely-held Business Owner written by David Thomas and published by Amer Inst of Certified Public. This book was released on 2000-01-01 with total page 117 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis A CPA's Guide to Sophisticated Estate Planning Techniques by : David Thomas (III.)
Download or read book A CPA's Guide to Sophisticated Estate Planning Techniques written by David Thomas (III.) and published by Amer Inst of Certified Public. This book was released on 2000 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt:
