Risk And Estate Planning Specialist PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download Risk And Estate Planning Specialist PDF full book. Access full book title Risk And Estate Planning Specialist by Dr. Aditya Arvind Sontakke. Download full books in PDF and EPUB format.
Author: Dr. Aditya Arvind Sontakke
Publisher: OrangeBooks Publication
ISBN:
Category : Business & Economics
Languages : en
Pages : 165
Get Book Here
Book Description
This book is basically a complete theory based on FPSB's curriculum of Risk and Estate planning specialist. This book will give you a vast knowledge about the Insurance planning and Estate planning considering the global as well as Indian perspective.
Author: Dr. Aditya Arvind Sontakke
Publisher: OrangeBooks Publication
ISBN:
Category : Business & Economics
Languages : en
Pages : 165
Get Book Here
Book Description
This book is basically a complete theory based on FPSB's curriculum of Risk and Estate planning specialist. This book will give you a vast knowledge about the Insurance planning and Estate planning considering the global as well as Indian perspective.
Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :
Get Book Here
Book Description
Author: David Thomas Phillips
Publisher: CreateSpace
ISBN: 9781507604601
Category :
Languages : en
Pages : 202
Get Book Here
Book Description
In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.
Author: Michael John Perkins
Publisher:
ISBN: 9780409325416
Category : Estate (Law)
Languages : en
Pages : 542
Get Book Here
Book Description
Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.
Author: Mark Henricks
Publisher: Basic Books
ISBN: 9780738208121
Category : Business & Economics
Languages : en
Pages : 252
Get Book Here
Book Description
As people have come to yearn for more fulfilling and creative work, many are realizing their dreams by leaving the corporate life behind and creating businesses around the things they love. In Not Just a Living, Mark Henricks explores the genesis of this cultural and social phenomenon and offers a comprehensive approach for assessing your own potential, taking the plunge, and building a business that helps you fulfill both personal and professional aspirations. Combining the authority of firsthand experience, colorful and engaging stories from the front lines, and a variety of diagnostic and planning tools, Henricks shows you how to determine whether the entrepreneurial route is right for you, recognize opportunities, overcome obstacles, plan your course, and launch and sustain your business-whether it's a solo venture out of your garage or a multi-million-dollar enterprise.
Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
Get Book Here
Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author: Herbert F. Starr
Publisher:
ISBN: 9780830630479
Category : Business & Economics
Languages : en
Pages : 210
Get Book Here
Book Description
Author: David Phillips
Publisher: Kaplan Publishing
ISBN: 9781419595967
Category : Business & Economics
Languages : en
Pages : 0
Get Book Here
Book Description
Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax
Author: LANE G. MARTINSEN
Publisher: Light Network
ISBN: 9781733593915
Category :
Languages : en
Pages : 190
Get Book Here
Book Description
Conventional wisdom steeped in outdated financial advice is still common. Experience greater peace of mind from knowing your retirement income plan is optimized and achieving "gamma." Gamma is the measurable increase in your retirement income and can only be achieved through comprehensive holistic retirement planning.
Author: Alan S. Gassman
Publisher:
ISBN: 9781522754923
Category :
Languages : en
Pages : 202
Get Book Here
Book Description
