J.K. Lasser Pro Integrating Investments and the Tax Code PDF Download
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Author: William Reichenstein
Publisher: Wiley
ISBN: 9780471216421
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
Add Value to any Client's Portfolio With Tax-Saving Strategies "Bill Reichenstein and William Jennings are two of the industry's very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars." -Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management "Reichenstein and Jennings tackle many key issues facing individual investors, including 'How should you differentiate between the before-tax dollars in retirement accounts and the after-tax dollars in taxable accounts?' and 'Should bonds be held in retirement accounts and stocks in taxable accounts or vice versa?' They provide valuable insights that certainly should add value to you and your clients." -Brian Bruce, Editor in Chief of Journal of Investing and Director of Global Investments at PanAgora Asset Management "If you want to be on the leading edge of thinking about integrated wealth management, then read this book. While the traditional approach searches for optimization in perfect markets and limits the portfolio to financial assets, these authors tackle real-world complexities and integrate other sources of wealth into the portfolio. Extending the analysis is vital in a world where financial decisions are increasingly the responsibility of the individual." -Conrad S. Ciccotello, JD, PhD, Editor of Financial Services Review and Director of Graduate Personal Financial Planning Programs at Georgia State University
Author: William Reichenstein
Publisher: Wiley
ISBN: 9780471216421
Category : Business & Economics
Languages : en
Pages : 0
Get Book
Book Description
Add Value to any Client's Portfolio With Tax-Saving Strategies "Bill Reichenstein and William Jennings are two of the industry's very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars." -Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management "Reichenstein and Jennings tackle many key issues facing individual investors, including 'How should you differentiate between the before-tax dollars in retirement accounts and the after-tax dollars in taxable accounts?' and 'Should bonds be held in retirement accounts and stocks in taxable accounts or vice versa?' They provide valuable insights that certainly should add value to you and your clients." -Brian Bruce, Editor in Chief of Journal of Investing and Director of Global Investments at PanAgora Asset Management "If you want to be on the leading edge of thinking about integrated wealth management, then read this book. While the traditional approach searches for optimization in perfect markets and limits the portfolio to financial assets, these authors tackle real-world complexities and integrate other sources of wealth into the portfolio. Extending the analysis is vital in a world where financial decisions are increasingly the responsibility of the individual." -Conrad S. Ciccotello, JD, PhD, Editor of Financial Services Review and Director of Graduate Personal Financial Planning Programs at Georgia State University
Author: William Reichenstein
Publisher: John Wiley & Sons
ISBN: 9780471216421
Category : Business & Economics
Languages : en
Pages : 342
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Book Description
Table of contents
Author: Reichenstein
Publisher: Wiley
ISBN: 9780471450313
Category :
Languages : en
Pages :
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Book Description
Author: Scott M. Estill
Publisher: John Wiley & Sons
ISBN: 0470558059
Category : Business & Economics
Languages : en
Pages : 311
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Book Description
Top tax guidance for today's turbulent real estate market Despite the downturn in the real estate market, savvy investors can continue to capture profits by using money-saving tax strategies. In The Real Estate Investor's Tax Edge, authors Scott Estill and Stephanie Long provide all of the necessary tax planning techniques to lower your tax bill and fully capitalize upon your real estate investments. In addition to this, you'll learn how to protect your assets and avoid losses in a down market through smart tax planning strategies. Containing the most updated tax law information, and offering tax-planning tips geared toward today's real estate market, this reliable resource is a complete guide to managing your real estate taxes. Outlines effective strategies for legally reducing the impact of taxes on your real estate assets Offers detailed coverage of the newest tax laws and rules affecting real estate Focuses on tax smart techniques for making the most of your real estate investments In today's volatile real estate market, it's important to make the most of your assets by paying the legal minimum in taxes-no more and no less. The Real Estate Investor's Tax Edge will show you how to achieve this goal, and put you in a better position to profit during even the most difficult of times.
Author: Elaine Floyd
Publisher: Wiley
ISBN: 9780471092858
Category : Business & Economics
Languages : en
Pages : 340
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Book Description
The most trusted name in tax! April 15th comes once a year. But the new tax laws will change the way we save and plan our financial affairs all year-round. That's why J.K. Lasser provides a comprehensive library of smart financial planning and investing advice for all your needs-for tax season and beyond. J.K. Lasser's Your Income Tax 2002 and J.K. Lasser's Year-Round Tax Strategies 2002 give early planners a head start on understanding the new tax regulations and preparing for filing the return on April 15th. And Lasser's personal finance guides help you make the most of your money from every angle. Consider it total care for your wealth and financial well-being, 365 days a year.
Author: J.K. Lasser Institute
Publisher: Wiley
ISBN: 0471216496
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
The Economic Growth and Tax Relief Reconciliation Act of 2001-this big tax law with the big name is going to change the way you live your financial life. Find out how in J.K. Lasser's New Tax Law Simplified: the concise, authoritative guide from the trusted experts who bring you J.K. Lasser's Your Income Tax. Packed with up-to-the-minute facts and figures, this book makes it easy for you to understand-and profit from-the most significant tax legislation of the last decade. Learn what the new law means for you and your family, and find out how to use it to keep more of your hard-earned money in your pocket. With this book you'll understand: * The key tax changes that affect you right now * Phased-in rules for the next ten years * Faster, easier retirement savings options * New tax breaks to improve your family's education * Deductions, tax breaks, and planning tips * And much, much more!
Author: Harold I. Apolinsky
Publisher: LibreDigital
ISBN: 9780471093428
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
Explains how the Economic Growth and Tax Relief Reconciliation Act of 2001 will affect wealth-transfer exemptions, trusts, inheritances, wills, executors, guardians, and charitable contributions.
Author:
Publisher:
ISBN: 9780671558178
Category : Investments
Languages : en
Pages : 118
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Book Description
Author: Rose Arny
Publisher:
ISBN:
Category : American literature
Languages : en
Pages : 1816
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Book Description
Author: Larry Chambers
Publisher: John Wiley & Sons
ISBN: 0471441457
Category : Business & Economics
Languages : en
Pages : 289
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Book Description
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
