By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 variation of Field consultant to monetary Planning is the revenues procedure device that no monetary planner may still cross without.
Field advisor to monetary Planning bargains step by step strategies to 1000's of making plans wishes and challenges. it's the definitive consultant for brokers and fiscal planners to spot, comprehend, and hire the ideas and methods utilized in monetary and wealth administration planning.
Discover precise making plans possibilities and illustrated ideas 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 yankee Taxpayer reduction Act of 2012
- Additional dialogue at the various makes use of of ETFs
- Added fabric at the significance of threat tolerance questionnaires and the necessities of a high quality questionnaire
- Expanded discussions of commodities and beneficial metals
- New fabric on grasp constrained Partnerships
- Cross referenced to the best-selling nationwide Underwriter titles, 2013 Tax proof on Investments and 2013 Tax evidence on assurance & worker Benefits, which gives further intensity and information.
Authored through 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 recommendations and methods to ultimate execs of all levels.
Read 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