By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 variation of Field consultant to monetary Planning is the revenues technique device that no monetary planner may still cross without.
Field consultant to monetary Planning deals step by step options to 1000's of making plans wishes and challenges. it's the definitive consultant for brokers and monetary planners to spot, comprehend, and hire the innovations and methods utilized in monetary and wealth administration planning.
Discover distinct making plans possibilities and illustrated recommendations for:
- Portfolio Management
- Investment Analysis
- Alternative minimal Tax
- Mutual Funds
- Real Estate
- And a lot more!
The 2013 version of Field consultant to property making plans, enterprise making plans & worker Benefits has been thoroughly up to date to include:
- Provisions of the yankee Taxpayer reduction Act of 2012
- Additional dialogue at the various makes use of of ETFs
- Added fabric at the value of chance tolerance questionnaires and the necessities of a high quality questionnaire
- Expanded discussions of commodities and priceless 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 further intensity and information.
Authored by way of Donald Cady, J.D., LL.M., CLU, Field consultant to property making plans, company making plans & worker Benefits displays his services and simplicity in speaking making plans thoughts and methods to ultimate execs of all levels.
Read Online or Download 2013 Field Guide to Financial Planning (Tax Facts Series) PDF
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Extra info 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