Download 2013 Field Guide to Financial Planning (Tax Facts Series) by CLU Michael E. Kitces,CLU D. M. Donald F. Cady PDF

By CLU Michael E. Kitces,CLU D. M. Donald F. Cady

The 2013 version of Field advisor to monetary Planning is the revenues process software that no monetary planner may still move without.

Field consultant to monetary Planning bargains step by step ideas to enormous quantities of making plans wishes and challenges.  it's the definitive consultant for brokers and fiscal planners to spot, comprehend, and hire the recommendations and strategies utilized in monetary and wealth administration planning.

Discover exact making plans possibilities and illustrated techniques for:  

  • Portfolio Management
  • Investment Analysis
  • Alternative minimal Tax
  • Mutual Funds
  • Futures
  • 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 reduction Act of 2012
  • Additional dialogue at the various makes use of of ETFs
  • Added fabric at the value of probability 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 evidence on Investments and 2013 Tax proof on assurance & worker Benefits, which supplies further intensity and information. 

Authored by way of Donald Cady, J.D., LL.M., CLU, Field consultant to property making plans, enterprise making plans & worker Benefits displays his services and simplicity in speaking making plans strategies and strategies to ultimate execs of all levels.

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2013 Field Guide to Financial Planning (Tax Facts Series) by CLU Michael E. Kitces,CLU D. M. Donald F. Cady


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