Capital Gains Exit Ramp - Couverture souple

Silk, Roger D

 
9781968778002: Capital Gains Exit Ramp
Couverture souple
ISBN 10 : 1968778004 ISBN 13 : 9781968778002
Editeur : Sterling Foundations Management, 2025

Synopsis

Capital Gains Exit Ramp is the latest book by Roger D. Silk, PHD which dives into trust-based solutions that can be used to better manage wealth, especially in the selling of appreciated assets.

Over the course of this book, you'll gain:

A Comprehensive Understanding of Trust Structures: Learn about the various types of trusts, their pros and cons, and the scenarios in which they are most effective.

Strategic Implementation: Discover how to integrate trusts into both income and estate tax planning for your clients, offering them unparalleled value and peace of mind.

Client Communication Skills: Acquire the language and confidence to discuss trusts with clients in a way that's easy for them to understand, fostering trust and clarity.

Case Studies and Real-Life Applications: See how other advisors have successfully implemented trust strategies to grow their practice and deepen client relationships.

Collaborative Techniques: Learn to work effectively with estate attorneys and tax professionals, ensuring seamless implementation for your clients.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Sterling Foundations Management
Date d'édition
2025
Langue
anglais
ISBN 10 
1968778004
ISBN 13 
9781968778002
Reliure
Broché
Nombre de pages
262
Éditeur
Farrell John
Coordonnées du fabricant
non disponible
Personne responsable
non disponible