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Tax Guide For Investment Advisors
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Book Synopsis Tax-aware Investment Management by : Douglas S. Rogers
Download or read book Tax-aware Investment Management written by Douglas S. Rogers and published by . This book was released on 2006 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mutual funds, hedge funds, and investment managers, and presents more-sophisticated strategies for offsetting gains against losses in wealth planning, portfolio management, and estate planning. Includes results of historical research, 100 tables and charts"--Provided by publisher.
Book Synopsis Starting Your Own Practice by : Robert Fragasso
Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.
Book Synopsis Financial Advisor's Guide to Excellence by : Daniel Collison
Download or read book Financial Advisor's Guide to Excellence written by Daniel Collison and published by Thomson Carswell. This book was released on 2013 with total page 563 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Charles Schwab Guide to Finances After Fifty by : Carrie Schwab-Pomerantz
Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Book Synopsis Tax-Free Wealth by : Tom Wheelwright
Download or read book Tax-Free Wealth written by Tom Wheelwright and published by RDA Press, LLC. This book was released on 2013-02-28 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.
Book Synopsis How to Value, Buy, or Sell a Financial Advisory Practice by : Mark C. Tibergien
Download or read book How to Value, Buy, or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.
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 John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
Book Synopsis The Cross-Border Family Wealth Guide by : Andrew Fisher
Download or read book The Cross-Border Family Wealth Guide written by Andrew Fisher and published by John Wiley & Sons. This book was released on 2017-01-24 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.
Book Synopsis 1040 Quickfinder Handbook by : Practitioners Publishing Co. Staff
Download or read book 1040 Quickfinder Handbook written by Practitioners Publishing Co. Staff and published by . This book was released on 2005-12-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.
Book Synopsis The Power of Zero, Revised and Updated by : David McKnight
Download or read book The Power of Zero, Revised and Updated written by David McKnight and published by Crown Currency. This book was released on 2018-09-04 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Book Synopsis The Complete Cardinal Guide to Planning for and Living in Retirement by : Hans Scheil
Download or read book The Complete Cardinal Guide to Planning for and Living in Retirement written by Hans Scheil and published by LeapFolio. This book was released on 2016-02-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Complete Cardinal Guide to Planning For and Living in Retirement offers comprehensive coverage of everything you need to know to begin strategizing for your retirement years. With clear and simple language, Hans Scheil who has 40 years of experience providing long-term care insurance and financial planning explains the details of Social Security and Medicare, long-term care insurance, asset management, taxes, and how to find qualified advisors. These explanations are illustrated by real-world examples drawn from Han Scheil s own practice."
Book Synopsis Wealth Management by : Harold Evensky
Download or read book Wealth Management written by Harold Evensky and published by McGraw Hill Professional. This book was released on 1997 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt: ``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.
Book Synopsis Tax-Deferred Investing by : Cory C. Grant
Download or read book Tax-Deferred Investing written by Cory C. Grant and published by Wiley. This book was released on 2000-06-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Book Synopsis Wall Street Secrets for Tax-Efficient Investing by : Robert N. Gordon
Download or read book Wall Street Secrets for Tax-Efficient Investing written by Robert N. Gordon and published by Bloomberg Press. This book was released on 2001-11-01 with total page 259 pages. Available in PDF, EPUB and Kindle. Book excerpt: When looking at a monthly brokerage statement, an investor’s eyes go straight to the bottom line—the account value. But there’s a catch. If you have big gains and decide to play it safe and take some of that money off the table, taxes will take a hefty chunk of those profits. Brokerage firms know how to handle such risk for their own accounts, hedging holdings, for example, to iron out volatility instead of incurring taxable capital gains. Savvy individual investors can use the same techniques to protect themselves. In this indispensable guide, Robert Gordon, a Wall Street veteran, shares the strategies of an insider to demonstrate how you can use the tax laws to your advantage. Written in plain English, this book explains federal and state tax considerations that investors need to know to make the most tax-efficient choices and to protect their portfolios. The emphasis is on practical application, aimed at guiding you to specific, accessible tax-saving goals without having to wrestle down the entire Internal Revenue Code. Thanks to the talents of Gordon and respected journalist Jan M. Rosen, this book is clearly organized along transactional lines, offering easy entry for busy readers and allowing investors to zero in on a powerful array of proven, tax-minimizing techniques and strategies. By the time you finish reading Wall Street Secrets for Tax-Efficient Investing, you will be on your way to reducing your tax bite to a nibble and enjoying the full benefit of your investment earnings.
Book Synopsis The Pocket Guide to Sales for Financial Advisors by : Beverly D. Flaxington
Download or read book The Pocket Guide to Sales for Financial Advisors written by Beverly D. Flaxington and published by Ata Press. This book was released on 2014-10 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word "sell." Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the "people" aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.
Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.
