By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 version of Field advisor to monetary Planning is the revenues approach instrument that no monetary planner may still pass without.
Field advisor to monetary Planning bargains step by step recommendations to hundreds of thousands of making plans wishes and challenges. it's the definitive advisor for brokers and monetary planners to spot, comprehend, and hire the strategies and strategies utilized in monetary and wealth administration planning.
Discover designated making plans possibilities and illustrated options 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 yankee Taxpayer reduction Act of 2012
- Additional dialogue at the diverse 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 proof on Investments and 2013 Tax proof on assurance & worker Benefits, which supplies further 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 innovations and methods to ultimate pros of all levels.
Read Online or Download 2013 Field Guide to Financial Planning (Tax Facts Series) PDF
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Extra 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