By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 variation of Field consultant to monetary Planning is the revenues process instrument that no monetary planner should still pass without.
Field consultant to monetary Planning bargains step by step recommendations to enormous quantities of making plans wishes and challenges. it's the definitive advisor for brokers and fiscal planners to spot, comprehend, and hire the suggestions and methods utilized in monetary and wealth administration planning.
Discover specified making plans possibilities and illustrated thoughts for:
- Portfolio Management
- Investment Analysis
- Alternative minimal Tax
- Mutual Funds
- Real Estate
- And a lot more!
The 2013 variation of Field consultant to property making plans, enterprise making plans & worker Benefits has been thoroughly up-to-date to include:
- Provisions of the yank Taxpayer reduction Act of 2012
- Additional dialogue at the various makes use of of ETFs
- Added fabric at the significance of possibility tolerance questionnaires and the necessities of a top quality questionnaire
- Expanded discussions of commodities and worthy metals
- New fabric on grasp restricted Partnerships
- Cross referenced to the best-selling nationwide Underwriter titles, 2013 Tax evidence on Investments and 2013 Tax proof on assurance & worker Benefits, which gives additional intensity and information.
Authored by means of Donald Cady, J.D., LL.M., CLU, Field advisor to property making plans, enterprise making plans & worker Benefits displays his services and straightforwardness in speaking making plans suggestions and strategies to ultimate execs of all levels.
Read or Download 2013 Field Guide to Financial Planning (Tax Facts Series) PDF
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Additional resources for 2013 Field Guide to Financial Planning (Tax Facts Series)
2013 Field Guide to Financial Planning (Tax Facts Series) by CLU Michael E. Kitces,CLU D. M. Donald F. Cady