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Selecting the Best Estate Planning Strategies

Selecting the Best Estate Planning Strategies PDF Author: Practice Development Institute
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 24

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Book Description

Selecting the Best Estate Planning Strategies

Selecting the Best Estate Planning Strategies PDF Author: Practice Development Institute
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 24

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Book Description


Comprehensive Financial Planning Strategies for Doctors and Advisors

Comprehensive Financial Planning Strategies for Doctors and Advisors PDF Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1482240289
Category : Business & Economics
Languages : en
Pages : 744

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Book Description
Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Estate Planning Strategies Using Trusts

Estate Planning Strategies Using Trusts PDF Author: Bonnie J. Lawless
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages :

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Advanced Estate Planning Strategies Course

Advanced Estate Planning Strategies Course PDF Author: State Bar of Texas. Professional Development
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages :

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Price on Contemporary Estate Planning

Price on Contemporary Estate Planning PDF Author: John Richard Price
Publisher: CCH
ISBN: 9780808092346
Category : Business & Economics
Languages : en
Pages : 1580

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Book Description
A mine of information and expertise packed with valuable practice tips; this is the most current and comprehensive single-volume estate planning resource available. Providing theoretical grounding and a practice-oriented approach, Price shows how to handle the full range of estate planning problems and techniques.

Estate Planning Strategies for Physicians

Estate Planning Strategies for Physicians PDF Author: Lawrence Farber
Publisher: PDR Network
ISBN:
Category : Business & Economics
Languages : en
Pages : 174

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Financial Planning

Financial Planning PDF Author: Michael Toten
Publisher: Career FAQs
ISBN: 1921106301
Category : Financial planners
Languages : en
Pages : 192

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ABA Journal

ABA Journal PDF Author:
Publisher:
ISBN:
Category :
Languages : en
Pages : 164

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Book Description
The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.

Estate Planning Strategies After Estate Tax Reform

Estate Planning Strategies After Estate Tax Reform PDF Author: Charles D. Fox
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 152

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Book Description
"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.

Financial Planning Competency Handbook

Financial Planning Competency Handbook PDF Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119094666
Category : Business & Economics
Languages : en
Pages : 944

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Book Description
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.