By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 variation of Field advisor to monetary Planning is the revenues technique device that no monetary planner should still move without.
Field advisor to monetary Planning deals step by step recommendations to enormous quantities of making plans wishes and challenges. it's the definitive advisor for brokers and monetary planners to spot, comprehend, and hire the strategies and methods utilized in monetary and wealth administration planning.
Discover precise making plans possibilities and illustrated techniques 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, enterprise making plans & worker Benefits has been thoroughly up-to-date to include:
- Provisions of the yankee Taxpayer aid Act of 2012
- Additional dialogue at the various makes use of of ETFs
- Added fabric at the value of danger tolerance questionnaires and the necessities of a high 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 evidence on coverage & worker Benefits, which gives further intensity and information.
Authored via 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 recommendations and strategies to ultimate pros of all levels.
Read Online or Download 2013 Field Guide to Financial Planning (Tax Facts Series) PDF
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Additional 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