Estate Planning and Wealth Preservation PDF Download

Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :

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Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421209
Category : Business & Economics
Languages : en
Pages : 515

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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: Richard H. Mayer
Publisher: Beard Books
ISBN: 9781587982323
Category : Business & Economics
Languages : en
Pages : 432

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Book Description
A comprehensive and authoritative guide to the art and science of wealth management.

Author: BPP Learning Media
Publisher: BPP Learning Media
ISBN: 1472746872
Category : Business & Economics
Languages : en
Pages : 145

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Book Description
BPP Learning Media's status as official ACCA Approved Learning Provider - Content means our ACCA Study Texts and Practice & Revision Kits are reviewed by the ACCA examining team. BPP Learning Media products provide you with the exam focussed material you need for exam success.

Author: Jason L Smith
Publisher: Greenleaf Book Group
ISBN: 1626344612
Category : Business & Economics
Languages : en
Pages : 152

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Book Description
Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.

Author: Ernst & Young LLP
Publisher: John Wiley & Sons
ISBN: 9780471697459
Category : Business & Economics
Languages : en
Pages : 544

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Book Description
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Author: Amanda Han
Publisher: Biggerpockets Publishing, LLC
ISBN: 9781947200227
Category : Business & Economics
Languages : en
Pages :

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Book Description
When it comes to taxes, it's not just about how much money you make--but how much money you actually get to keep. Are you tired of working hard all year, just to lose the largest chunk of that money to the IRS? Believe it or not, the U.S. tax system is filled with loopholes designed specifically to benefit real estate investors just like you. In this comprehensive follow-up to The Book on Tax Strategies, bestselling authors and CPAs Amanda Han and Matthew MacFarland bring you more strategies to slash your taxes and turn your real estate investments into a tax-saving machine. Inside, you will learn: How to take advantage of the tax reform benefits in all of your real estate deals Tax-deferral and tax-free techniques to significantly increase your return on investments How to use your rental properties to legally wipe out your taxable income What you need to know to take advantage of the Opportunity Zone tax benefits Tax-free methods to take cash out of a 1031 Exchange How to supercharge your nest egg using self-directed investment strategies Common retirement investing tax traps and how to avoid them Taxes saved means more money for you, your family, and more money to invest. Learning to save on your taxes could be the easiest money you ever make!

Author: Cory C. Grant
Publisher: Wiley
ISBN: 9780471357339
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.

Author: Alexander A. Bove (Jr.)
Publisher: American Bar Association
ISBN: 9781590314760
Category : Business & Economics
Languages : en
Pages : 622

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Author: Paul D Armson
Publisher:
ISBN: 9781530800551
Category : Business & Economics
Languages : en
Pages : 192

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Book Description
How much money do you really need for the rest of your life?Research shows that the majority of people have no idea where they are heading financially, or if they going to run out of money? Or die with too much? What we all need to know is: "How much is ENOUGH?" This book helps you discover how much is enough - for YOU."