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Trust & Estates Bookstore

Oct 20, 2009 12:02 PM

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BOOKSTORE SECTIONS

ESTATE PLANNING & TAXATION

		Cannon Concepts: This book contains over 900 pages of useful information and easy to understand diagrams related to essential financial concepts and wealth management strategies. Unit Price: $38.00
		Federal Taxation of Real Estate offers practical guidance to help you uncover potential problems, apply appropriate remedies and structure a transaction for maximum tax benefits. Unit Price: $249.00
		Federal Taxation of S Corporations 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. Unit Price: $249.00
		Tax Aspects of Divorce and Separation 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. Unit Price: $249.00
		Changing the Situs of a Trust 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. Unit Price: $239.00
		21st Century: 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. Unit Price: $275.00
		Federal Tax Litigation 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 Unit Price: $259.00
		The Affluent Handbook 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. Unit Price: $34.95
		Elder Law and Financial Strategies: Planning for Later Life 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. Unit Price: $239.00
		Estate Planning 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. Unit Price: $369.00
		Estate Planning for Professionals 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. Unit Price: $275.00
		JK Lasser's 1001 Deductions and Tax Breaks 2010 Unit Price: $18.95
		The 101 Biggest Estate Planning Mistakes Unit Price: $19.95
		A Woman's Guide to Financial Planning 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. Unit Price: $17.95
		Wealth Preservation: How to Start and Develop an Estate Planning Practice Unit Price: $180.00
		JK Lasser's New Rules for Estate and Tax Planning, 3rd Edition Unit Price: $18.95
		JK Lasser's New Tax Law Simplified 2010 : Tax Relief from the American Recovery and Reinvestment Act, and More Unit Price: $14.95
		JK Lasser's Real Estate Tax Edge: Top Secret Strategies of Millionaires Exposed Unit Price: $18.95

FIDUCIARY PROFESSIONS

Elite Financial Teams
is based on two studies commissioned by The Oechsli Institute on how financial teams develop.

Unit Price: $34.95

Wealth Management Team Assessment

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:

Unit Price: $199.00

Concepts for Professionals

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.

Unit Price: $55.00

HIGH-NET-WORTH FAMILIES & FAMILY OFFICES

		Rainmaker In-A-Box 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. Unit Price: $249.95
		Mastering High Net Worth Selling 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. Unit Price: $29.95
		21st Century Financial Practice In-A-Box 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. Unit Price: $495.00
		Becoming A RainMaker 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. Unit Price: $29.95
		Rainmaker Audio Book 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. Unit Price: $49.95
		Rainmaker Book/CD Combo 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 Unit Price: $64.95
		101 Tips for Becoming a Rainmaker 101 Tips for Becoming a Rainmaker is specifically designed to help you acquire more affluent clients on an ongoing basis. Unit Price: $9.95
		The Affluent Handbook 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. Unit Price: $34.95
		Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families Unit Price: $34.95
		Cultivating the Middle Class Millionaire A systematic methodology for building a successful high-net-worth practice with the wealthy. Unit Price: $29.95
		Affluent for Life 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. Sale Price: $15.00 (SAVE 50%) List Price: $29.95

INVESTMENTS

Sustainable Investing

The Art of Long Term Performance Sustainable Investing

Unit Price: $38.95

RETIREMENT BENEFITS

		A Complete Guide to Pooled Income Funds 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. Unit Price: $19.95
		Live Long Live Rich 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! Unit Price: $19.95
		Inherited IRAs: Advanced Materials - Creditor Rights Issues & Uniform Transfers to Minors Act Analysis Unit Price: $14.95
		JK Lasser's Inherited IRAs: What Your Family Needs to tomorrow Unit Price: $24.95

TECHNOLOGY

The American Dream Planner

American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations and Monte Carlo simulations. More.

Unit Price: $300.00

The Electronic Practice

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

Unit Price: $95.00