By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 version of Field advisor to monetary Planning is the revenues procedure device that no monetary planner should still move without.
Field consultant to monetary Planning bargains step by step ideas to hundreds of thousands of making plans wishes and challenges. it's the definitive consultant for brokers and fiscal planners to spot, comprehend, and hire the suggestions and strategies utilized in monetary and wealth administration planning.
Discover distinctive making plans possibilities and illustrated recommendations for:
- Portfolio Management
- Investment Analysis
- Alternative minimal Tax
- Mutual Funds
- Real Estate
- And a lot more!
The 2013 variation of Field advisor to property making plans, company 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 assorted makes use of of ETFs
- Added fabric at the value of hazard tolerance questionnaires and the necessities of a top quality questionnaire
- Expanded discussions of commodities and helpful metals
- New fabric on grasp constrained Partnerships
- Cross referenced to the best-selling nationwide Underwriter titles, 2013 Tax proof on Investments and 2013 Tax proof on assurance & worker Benefits, which supplies extra intensity and information.
Authored via Donald Cady, J.D., LL.M., CLU, Field advisor to property making plans, enterprise making plans & worker Benefits displays his services and simplicity in speaking making plans thoughts 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