Preserving Family Wealth Using Tax Magic

Preserving Family Wealth Using Tax Magic PDF Author: Richard W. Duff
Publisher:
ISBN: 9781882703074
Category : Estate planning
Languages : en
Pages : 274

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Book Description

Preserving Family Wealth Using Tax Magic

Preserving Family Wealth Using Tax Magic PDF Author: Richard W. Duff
Publisher:
ISBN: 9781882703074
Category : Estate planning
Languages : en
Pages : 274

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Book Description


Preserving Family Wealth Using Tax Magic

Preserving Family Wealth Using Tax Magic PDF Author: Richard W. Duff
Publisher: Berkley Publishing Group
ISBN: 9780425144329
Category : Business & Economics
Languages : en
Pages : 360

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Book Description
This concise guide provides information on the new tax laws, and shows readers how to protect estates from wealth transfer taxes, divorce settlements and malpractice suits. It also explains how to set up a trust in another country to protect assets from future liens, fund future health care needs, and protect beneficiaries' inheritance.

Wealth Protection

Wealth Protection PDF Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0471433543
Category : Business & Economics
Languages : en
Pages : 418

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Book Description
"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.

Money Magic with Annuities

Money Magic with Annuities PDF Author: Richard W Duff, J.D., CLU
Publisher: RWD Enterprises
ISBN: 9781882703012
Category : Business & Economics
Languages : en
Pages : 100

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Book Description


The FC&A 2003 Information Almanac

The FC&A 2003 Information Almanac PDF Author: Editors of FC&A
Publisher: FC&A Publishing
ISBN: 9781890957728
Category : Business & Economics
Languages : en
Pages : 400

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Book Description
This book contains everything you need to know to succeed in life and have fun doing it, and when it comes to keeping your hard-earned cash, we think it's your right to keep as much of it as you can. That's where this book can come in handy. To give you the inside scoop on how to make the most of your money and your life, we interviewed experts from finance to fashion to discover what secrets they've been keeping in the dark. Plus, we searched through bookstores, magazines, and computer databases to bring you the most useful information we could find. Over 1,265 money saving secrets are included, plus tips on cashing in on collectibles, living safe in a scary world; computer know-how; simple car care; homeowner how-to; and much, much more.

Preserving Family Wealth & Peace of Mind

Preserving Family Wealth & Peace of Mind PDF Author: Loren Dunton
Publisher: Irwin Professional Publishing
ISBN: 9781557388322
Category : Business & Economics
Languages : en
Pages : 262

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Book Description
Preserving Family Wealth & Peace of Mind covers the vital concerns in transferring wealth from one generation to the next including: How to enjoy your retirement; How to use living trusts; How to preserve family assets through advisors; How to protect yourself in old age.

Getting Started as a Financial Planner

Getting Started as a Financial Planner PDF Author: Jeffrey H. Rattiner
Publisher: John Wiley and Sons
ISBN: 0470885548
Category : Business & Economics
Languages : en
Pages : 376

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Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.

Tax-Free Wealth

Tax-Free Wealth PDF Author: Tom Wheelwright
Publisher: RDA Press, LLC
ISBN: 1937832406
Category : Business & Economics
Languages : en
Pages : 174

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Book Description
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.

The Wealth Hoarders

The Wealth Hoarders PDF Author: Chuck Collins
Publisher: John Wiley & Sons
ISBN: 1509543503
Category : Political Science
Languages : en
Pages : 240

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Book Description
For decades, a secret army of tax attorneys, accountants and wealth managers has been developing into the shadowy Wealth Defence Industry. These ‘agents of inequality’ are paid millions to hide trillions for the richest 0.01%. In this book, inequality expert Chuck Collins, who himself inherited a fortune, interviews the leading players and gives a unique insider account of how this industry is doing everything it can to create and entrench hereditary dynasties of wealth and power. He exposes the inner workings of these “agents of inequality”, showing how they deploy anonymous shell companies, family offices, offshore accounts, opaque trusts, and sham transactions to ensure the world’s richest pay next to no tax. He ends by outlining a robust set of policies that democratic nations can implement to shut down the Wealth Defence Industry for good. This shocking exposé of the insidious machinery of inequality is essential reading for anyone wanting the inside story of our age of plutocratic plunder and stashed cash.

Distributions from Qualified Plans

Distributions from Qualified Plans PDF Author: Thomas F. Streiff
Publisher: Kaplan Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 192

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Book Description
This practical text will help anyone who sells IRAs or TSAs, or deals with retirement plan transfers. The subject of distribution of funds from employer plans is often complicated. Distribution from Qualified Plans gives a thorough treatment to the basic issues involved in requirements, time frames and case studies. Features color illustrations.