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ISBN 13 :
Total Pages : 764 pages
Book Rating : 4.F/5 ( download)
Download or read book Advanced Estate Planning Techniques written by and published by . This book was released on 2011 with total page 764 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : William P. Streng
Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)
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.
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ISBN 13 :
Total Pages : 732 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning in Depth written by and published by . This book was released on 2010 with total page 732 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 1398 pages
Book Rating : 4.F/5 ( download)
Download or read book Estate Planning for the Family Business Owner written by and published by . This book was released on 2011 with total page 1398 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 1066 pages
Book Rating : 4.F/5 ( download)
Download or read book International Trust and Estate Planning written by and published by . This book was released on 2008 with total page 1066 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 1368 pages
Book Rating : 4.F/5 ( download)
Download or read book Land Use Institute, Planning, Regulation, Litigation, Eminent Domain, and Compensation written by and published by . This book was released on 2008 with total page 1368 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jack W. Plunkett
Publisher : Plunkett Research, Ltd.
ISBN 13 : 1593921330
Total Pages : 487 pages
Book Rating : 4.5/5 (939 download)
Download or read book Plunkett's Insurance Industry Almanac 2009: Insurance Industry Market Research, Statistics, Trends & Leading Companies written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2008-11 with total page 487 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything you need to know about the business of insurance and risk management--a powerful tool for market research, strategic planning, competetive intelligence or employment searches. Contains trends, statistical tables and an industry glossary. Also provides profiles of more than 300 of the world's leading insurance companies--includes addresses, phone numbers, and executive names.
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ISBN 13 :
Total Pages : 634 pages
Book Rating : 4.F/5 ( download)
Download or read book Basic Estate and Gift Taxation and Planning written by and published by . This book was released on 2008 with total page 634 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Errold Moody
Publisher : Booktango
ISBN 13 : 1468901710
Total Pages : 342 pages
Book Rating : 4.4/5 (689 download)
Download or read book Financial Planning Fiduciary Standards under Dodd Frank written by Errold Moody and published by Booktango. This book was released on 2012-03-30 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: The text is the complement to two video courses approved by the State Bar of California for Continuing Legal Education (Fiduciary Duty Dodd Frank: Investments; Fiduciary Duty Dodd Frank: Insurance and Annuities). It is many layers above Suze Orman, Robert Kiyosaki and the like and you will have to think . But it is also NOT a theoretical jumble of numbers and graphs. It is real life product application that debunks a lot of old marketing hype that was the reason for the trillions of dollars lost in 2000 and 2008. MANDATORY READING FOR FIRST YEAR FINANCE, BUSINESS AND FINANCIAL PLANNING MAJORS, ALL CFPS, ChFCs, CPAs AND ANY ATTORNEY DEALING WITH MONEY MATTERS (BUSINESS, ESTATE, REAL ESTATE, DIVORCE, PENSIONS, 401ks, ETC.) AND all consumers who want a true picture of how investing works, the risks thereof, and how to keep losses to a minimum. It is also mandatory reading for anyone attempting securities or insurance or annuities arbitration//litigation. The ebook is unique since it has been formatted so that the research links can be simply 'clicked' in the text to allow access to more detail. The Foreword may be found at efmoody.com/Foreword.pdf The Table of Contents may be found at efmoody.com/contents.pdf It is about 475 pages
Author : Prince Sarpong
Publisher : Springer Nature
ISBN 13 : 3031333624
Total Pages : 265 pages
Book Rating : 4.0/5 (313 download)
Download or read book Perspectives in Financial Therapy written by Prince Sarpong and published by Springer Nature. This book was released on 2023-07-18 with total page 265 pages. Available in PDF, EPUB and Kindle. Book excerpt: As we deepen our understanding of the interplay between money and psychology, financial therapy has emerged as a popular field of study. This book offers a diverse range of perspectives on the practice of financial therapy, exploring its benefits, challenges, and potential critiques. The book also provides practical guidance for financial therapists as well as financial planning and mental health practitioners who incorporate financial therapy into their work. The book covers a wide range of topics, including the neurobiology of financial decision-making, models in financial therapy, online financial therapy, generational differences in financial attitudes, incorporating financial therapy into divorce planning, and techniques for coping with the stresses associated with estate planning. The book addresses the need for culturally relevant assessments of financial therapy in African contexts and offers a critical appraisal of the field of financial therapy. By providing multiple perspectives and practical guidance, this book will be a valuable resource for students, scholars, and researchers in financial therapy, financial planning and related fields, as well as the broader field of psychology.
Author : Ken Bruce
Publisher : Routledge
ISBN 13 : 1317162498
Total Pages : 208 pages
Book Rating : 4.3/5 (171 download)
Download or read book Conceptions of Professionalism written by Ken Bruce and published by Routledge. This book was released on 2016-05-23 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Conceptions of Professionalism, Ken Bruce and Abdullahi Ahmed present the results of research into understanding what professionalism means to individuals who are CERTIFIED FINANCIAL PLANNERTM professionals and how they conceive of acting professionally. Financial planning is establishing itself as a relatively new, emerging profession and an understanding of how its members experience professionalism provides insights that will help those responsible across the international financial planning community to establish relevant, accurate and meaningful professional standards for financial planners. The authors employ the relatively new research methodology of phenomenography, which enables them to describe the qualitatively different ways in which people understand or experience a phenomenon. This particularly lends itself to the study of a concept such as professionalism. This study gives voice to the financial planners represented in the research and will inform standard setting bodies seeking to understand professionalism through the eyes of the professionals themselves. What the research reveals about the concept of professionalism itself will be of value to those whose interests lie beyond the world of financial planning, and the application of the methodology used in the study will inform researchers contemplating phenomenographical studies elsewhere.
Author : United States. Congress. Senate. Committee on Homeland Security and Governmental Affairs
Publisher :
ISBN 13 :
Total Pages : 496 pages
Book Rating : 4.:/5 (318 download)
Download or read book State Business Incorporation, 2009 written by United States. Congress. Senate. Committee on Homeland Security and Governmental Affairs and published by . This book was released on 2011 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : American Bar Association. House of Delegates
Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
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ISBN 13 :
Total Pages : 658 pages
Book Rating : 4.F/5 ( download)
Download or read book Representing Estate and Trust Beneficiaries and Fiduciaries written by and published by . This book was released on 2008 with total page 658 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 166 pages
Book Rating : 4.F/5 ( download)
Download or read book Executive Compensation written by and published by . This book was released on 2008 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 452 pages
Book Rating : 4.F/5 ( download)
Download or read book The UCC and Beyond written by and published by . This book was released on 2008 with total page 452 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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ISBN 13 :
Total Pages : 1224 pages
Book Rating : 4.F/5 ( download)
Download or read book Planning Techniques for Large Estates written by and published by . This book was released on 2010-04 with total page 1224 pages. Available in PDF, EPUB and Kindle. Book excerpt:
