Advising the 60+ Investor

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Publisher : John Wiley & Sons
ISBN 13 : 9780471333531
Total Pages : 250 pages
Book Rating : 4.3/5 (335 download)

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Book Synopsis Advising the 60+ Investor by : Darlene Smith

Download or read book Advising the 60+ Investor written by Darlene Smith and published by John Wiley & Sons. This book was released on 1999-06-09 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

Tax-Free Income for Life

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Author :
Publisher : Penguin
ISBN 13 : 0593327756
Total Pages : 161 pages
Book Rating : 4.5/5 (933 download)

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Book Synopsis Tax-Free Income for Life by : David McKnight

Download or read book Tax-Free Income for Life written by David McKnight and published by Penguin. This book was released on 2020-11-17 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run. American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do? Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings. If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.

Strategies

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Publisher :
ISBN 13 :
Total Pages : 134 pages
Book Rating : 4.:/5 (99 download)

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Book Synopsis Strategies by : Coopers & Lybrand

Download or read book Strategies written by Coopers & Lybrand and published by . This book was released on 1982 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning and Wealth Preservation

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Publisher :
ISBN 13 : 9780791334263
Total Pages : pages
Book Rating : 4.3/5 (342 download)

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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 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax and Wealth Strategies for Family Businesses

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Author :
Publisher : CCH
ISBN 13 : 9780808091448
Total Pages : 824 pages
Book Rating : 4.0/5 (914 download)

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Book Synopsis Tax and Wealth Strategies for Family Businesses by : Sheryl L. Rowling

Download or read book Tax and Wealth Strategies for Family Businesses written by Sheryl L. Rowling and published by CCH. This book was released on 2007-10 with total page 824 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax and Wealth Strategies for Family Businesses is a one-stop reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business.

Tax Strategies for Ordinary People

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Author :
Publisher :
ISBN 13 : 9780692523018
Total Pages : 114 pages
Book Rating : 4.5/5 (23 download)

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Book Synopsis Tax Strategies for Ordinary People by : Jeffery Palmer

Download or read book Tax Strategies for Ordinary People written by Jeffery Palmer and published by . This book was released on 2015-09-02 with total page 114 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here's How to Cut Your Taxes and Keep More of Your Savings... Most people think it takes investing in the stock market to build real wealth. Discover how you can keep more money in your pocket by cutting your taxes and have peace of mind when you retire.

Plan Your Financial Future

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Author :
Publisher : Apress
ISBN 13 : 1484236378
Total Pages : 361 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Plan Your Financial Future by : Keith R. Fevurly

Download or read book Plan Your Financial Future written by Keith R. Fevurly and published by Apress. This book was released on 2018-06-01 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What You'll Learn Insure yourself, your family, and your property against the possibility of significant loss Invest in financial or real assets—or both Implement effective tax planning and management techniques Distribute your estate at death to your intended beneficiaries in a tax-efficient manner Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018 Who This Book Is For Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, this book will give you the smart, commonsense advice you need to get your financial life in order.

Financial Planning Practice

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Author :
Publisher : Independently Published
ISBN 13 :
Total Pages : 188 pages
Book Rating : 4.4/5 (562 download)

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Book Synopsis Financial Planning Practice by : Warren Misrahi

Download or read book Financial Planning Practice written by Warren Misrahi and published by Independently Published. This book was released on 2021-08-13 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides the financial and tax recipe that identifies a formula to follow to protect your money from paying your unfair share in taxes. Understanding how the tax code works and learning about which investments or financial products are best suited to optimize tax savings is very important. Fully UPDATED for 2021 and the NEW TRUMP TAX LAW, 2021 Tax Tables plus the new SECURE ACT. The author has been a practicing Certified Financial Planner(TM) (CFP(R)) since July 2000 for clients across the country and has also earned the RICP(R) designation (Retirement Income Certified Professional) in January 2017. His financial planning practice is centered on the firm beliefs that 1) people should not pay a dime more in taxes than the law requires... 2) nor should they take an ounce more risk than they need to to reach their financial goals.

Strategies, Tax and Financial Planning

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Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4.3/5 (512 download)

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Book Synopsis Strategies, Tax and Financial Planning by :

Download or read book Strategies, Tax and Financial Planning written by and published by . This book was released on 1982 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Planning Strategies

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Author :
Publisher : CCH
ISBN 13 : 9780808016991
Total Pages : 188 pages
Book Rating : 4.0/5 (169 download)

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Book Synopsis Tax Planning Strategies by : CCH Editorial Staff Publication

Download or read book Tax Planning Strategies written by CCH Editorial Staff Publication and published by CCH. This book was released on 2007-08 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: Major new tax laws aimed at boosting the economy, addressing rising health care costs and providing tax relief have created numerous tax planning opportunities-and challenges. Tax rates and other changes that phase in and phase out between now and 2010 make mid- and long-term financial planning difficult and more tax-driven than ever before. Sound tax guidance and planning is essential to maximize many of the available tax benefits and avoid tax pitfalls.

Planning a Successful Future

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Publisher : John Wiley & Sons
ISBN 13 : 1119187982
Total Pages : 240 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Planning a Successful Future by : John E. Sestina

Download or read book Planning a Successful Future written by John E. Sestina and published by John Wiley & Sons. This book was released on 2016-02-24 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.

Comprehensive Financial Planning Strategies for Doctors and Advisors

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Author :
Publisher : CRC Press
ISBN 13 : 1482240289
Total Pages : 748 pages
Book Rating : 4.4/5 (822 download)

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Book Synopsis Comprehensive Financial Planning Strategies for Doctors and Advisors by : David Edward Marcinko

Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 748 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Tax and Financial Planning for the Closely Held Family Business

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Author :
Publisher : Edward Elgar Publishing
ISBN 13 : 1785367765
Total Pages : 566 pages
Book Rating : 4.7/5 (853 download)

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Book Synopsis Tax and Financial Planning for the Closely Held Family Business by : Gary A. Zwick

Download or read book Tax and Financial Planning for the Closely Held Family Business written by Gary A. Zwick and published by Edward Elgar Publishing. This book was released on 2019 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

Personal Financial Planning for Executives and Entrepreneurs

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Publisher : Springer Nature
ISBN 13 : 3030654001
Total Pages : 275 pages
Book Rating : 4.0/5 (36 download)

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Book Synopsis Personal Financial Planning for Executives and Entrepreneurs by : Michael J. Nathanson

Download or read book Personal Financial Planning for Executives and Entrepreneurs written by Michael J. Nathanson and published by Springer Nature. This book was released on 2021-04-22 with total page 275 pages. Available in PDF, EPUB and Kindle. Book excerpt: Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan. In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.

Strategic Corporate Tax Planning

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Author :
Publisher : Wiley
ISBN 13 : 9780471220756
Total Pages : 0 pages
Book Rating : 4.2/5 (27 download)

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Book Synopsis Strategic Corporate Tax Planning by : John E. Karayan

Download or read book Strategic Corporate Tax Planning written by John E. Karayan and published by Wiley. This book was released on 2002-08-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A corporate guide to understanding the basic tax implications of everyday business Organized to cover the tax implications of transactions as they occur through a company's life cycle, the basic principles of tax management are applied through the use of case studies that simulate a variety of real-world marketplace conditions. Value-added and financial reporting effects of tax management are discussed, as well as country-specific tax rules, and cross-border transactions. John E. Karayan, JD, PhD (Glendale, CA), is a professor at California State Polytechnic University, Pomona. He is also a partner in the law firm of Bond Karayan. Charles W. Swenson, PhD (Pasadena, CA), is a professor at the University of Southern California, Los Angeles, where he teaches a number of courses in accounting and taxation. Over the years, financial professionals around the world have looked to the Wiley Finance series and its wide array of bestselling books for the knowledge, insights, and techniques that are essential to success in financial markets. As the pace of change in financial markets and instruments quickens, Wiley Finance continues to respond. With critically acclaimed books by leading thinkers on value investing, risk management, asset allocation, and many other critical subjects, the Wiley Finance series provides the financial community with information they want. Written to provide professionals and individuals with the most current thinking from the best minds in the industry, it is no wonder that the Wiley Finance series is the first and last stop for financial professionals looking to increase their financial expertise.

Ernst & Young's Personal Financial Planning Guide

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Author :
Publisher : Wiley
ISBN 13 : 9780471083092
Total Pages : 548 pages
Book Rating : 4.0/5 (83 download)

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Book Synopsis Ernst & Young's Personal Financial Planning Guide by : Ernst & Young LLP

Download or read book Ernst & Young's Personal Financial Planning Guide written by Ernst & Young LLP and published by Wiley. This book was released on 2001-11-01 with total page 548 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the vast experience of Ernst & Young LLP, the renowned leaders in financial and tax planning services, comes the completely updated Ernst & Young?s Personal Financial Planning Guide, Special Tax Edition. With the Economic Growth and Tax Relief Reconciliation Act of 2001 passed, this Special Tax Edition gives you the investment strategies and updated tools necessary to make sound financial decisions under the new tax law.

As Certain As Death

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Publisher :
ISBN 13 : 9780918255105
Total Pages : pages
Book Rating : 4.2/5 (551 download)

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Book Synopsis As Certain As Death by : Jeffrey L. Yablon

Download or read book As Certain As Death written by Jeffrey L. Yablon and published by . This book was released on 2015-04-13 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: