By CLU Michael E. Kitces,CLU D. M. Donald F. Cady
The 2013 variation of Field advisor to monetary Planning is the revenues method software that no monetary planner should still move without.
Field advisor to monetary Planning deals step by step suggestions to thousands of making plans wishes and challenges. it's the definitive advisor for brokers and monetary planners to spot, comprehend, and hire the recommendations and strategies utilized in monetary and wealth administration planning.
Discover precise making plans possibilities and illustrated concepts for:
- Portfolio Management
- Investment Analysis
- Alternative minimal Tax
- Mutual Funds
- Real Estate
- And a lot more!
The 2013 version of Field advisor to property making plans, company making plans & worker Benefits has been thoroughly up-to-date to include:
- Provisions of the yank Taxpayer aid Act of 2012
- Additional dialogue at the assorted makes use of of ETFs
- Added fabric at the significance of hazard tolerance questionnaires and the necessities of a high quality questionnaire
- Expanded discussions of commodities and useful 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 coverage & worker Benefits, which gives additional intensity and information.
Authored via 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 techniques and strategies to ultimate pros of all levels.
Read 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