This book contains over 900 pages of useful information and easy to understand diagrams related to essential financial concepts and wealth management strategies.
The book features a detailed analysis of the regulations on eligibility requirements, a discussion of the passive activity rules and a valuable chapter on financially distressed S corporations. In addition, Federal Taxation of S Corporations covers all the latest administrative announcements, cases, and other developments.
Shows you how to gather and analyze financial data and ensure that your clients receive the most advantageous tax treatment possible. The book includes numerous sample forms, agreements and checklists, complete with detailed explanations.
is an eminently practical deskbook that will help you achieve considerable savings of income, property, gift and death taxes—even without an actual change of situs.
Roy M. Adams, one of the country’s leading authorities on estate planning, shares his vast knowledge on subjects related to wills, trusts, transfer taxes and common estate planning strategies in this great reference book.
helps to lift the veil of mystery surrounding the hows and whys of IRS action or inaction, written by a former litigator for the Tax Division of the Justice Department
is a handy guide to assist you in your quest to attract, service, and develop loyal affluent clients. By providing a better understanding of how the affluent think, what motivates their decision making, and basic do’s and don’ts -- this is an indispensible resource for anyone competing for the affluent consumer.
is a multidisciplinary guide for lawyers and others who advise the elderly. It covers durable powers of attorney, health care directives, public benefits, housing, guardianship, elder abuse, estate and retirement planning, and more.
is an authoritative guide to the use of tax-planning tools, such as the discount valuation of intrafamily gifts of minority interests in a closely held family business context, LLCs, like-kind exchanges, and the use of charitable transfers.
This new book reflects the latest developments including, but not limited to, gift tax, estate tax, estate and financial planning, fiduciary law, ethics, and retirement benefits. With this book, we have attempted to address and provide examples to many of the sophisticated issues in the field and day-to-day considerations you may encounter. We believe it will become an independent source of reference for most estate planning problems which are encountered.
Whether through death, divorce or remaining single, women have up to a 90% chance of having to be solely resonsible for their finances. This book will greatly help.
Now you can take the guesswork out of evaluating high-performing teams with this new software program from The Oechsli Institute. Use it to benchmark every aspect of your team's performance against the best practices of the industry's top wealth management teams as you:
Cannon’s Concepts book contains an overview of more than 1,000 pages of essential concepts and strategies used daily by financial professionals serving wealthy clients. What’s more, the information in this book meets current FINRA compliance guidelines so professionals are able to use the diagrams contained within the pages when explaining difficult financial concepts to clients and prospects.
Everything you need to become a Rainmaker -- In-a-Box! Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This kit teaches you the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success.
Creates the framework and teaches the techniques you need to keep your pipeline full of high net worth prospects. In addition to mastering high net worth selling skills, you will learn how to stay on your critical path of doing the right activities at the right time, and in the right way.
21st Century Financial Practice In-a-Box provides you with a complete and comprehensive SYSTEM to help you build a successful financial practice targeting affluent clients.
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success.
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This 4 CD audio book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success.
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. This set includes:
- Becoming a Rainmaker Book - 4 CD Becoming a Rainmaker Audio Book
is a handy guide to assist you in your quest to attract, service, and develop loyal affluent clients. By providing a better understanding of how the affluent think, what motivates their decision making, and basic do’s and don’ts -- this is an indispensible resource for anyone competing for the affluent consumer.
A refreshingly straightforward book that explains the 13 issues essential for expanding and protecting your net worth. For more than 35 years, Ted Ridlehuber has helped thousands of affluent individuals and their families diversify investment portfolios, safeguard wealth and pass hard-earned assets tax-efficiently to future generations.
As people in the baby-boom generation look toward retirement, they face some of the toughest economic conditions in decades. Traditional approaches to retirement income planning may not be enough to secure your future or your clients’ futures.
Are your clients worried about creating enough retirement income? Financial pros are using Live Long Live Rich to jump-start the retirement income discussion with tremendous success. 80% of sales are repeat sales to financial advisors who are using the book to generate business. You can also get up to 12 CE credits with the online test.
Free trial of the award winning Retirement Income Planner Pro Version included. This is the same software used by 2007 Senior Investment Advisor of the Year!
Get the most out of your computer and its access to the Internet with the powerful tools in this book. Expand your choices of software and your ability to evaluate it and will direct you to time saving and practice enhancing Internet resources. - Don Kelley
Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......
Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...
Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving. Available On Demand!...
WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....
