The Best Zero Tax Planning Tools

Since starting his financial and legal planning profession in 1978, Tim has facilitated zero-tax planning for hundreds of business owners and executives. At Matsen Voorhees Mintz LLP, Tim is a principal partner. He also runs a family office that uses completely transparent multi-disciplinary planning ("MDP") standards to simplify transactions with referring advisers.

"The Best Zero Tax Planning Tools" serves a single purpose, hence it cannot be classified as a textbook. It is meant to educate you the secrets of wealth transmission and preservation. If you read this, you will be able to assure that your children and grandchildren will be able to benefit from the money you have built. It's also incredibly simple to read. This book could be finished in a few hours (just 133 pages book).

The merging of proven charitable and non-charitable methods is what Zero Tax Planning entails. Most taxpayers can benefit from such preparation by lowering taxes, increasing lifetime income, increasing transfers to family members, and increasing charitable giving. This book reveals a tried-and-true covenantal process that has been used to implement hundreds of zero-tax plans while also assisting clients in identifying additional planning resources, crystallizing their purpose statements, uniting their advisers, clarifying their values, selecting and customizing the best planning tools, and preparing heirs to leave a lasting legacy. Practical case examples are presented in the last chapters. The most prevalent tools, services, adviser roles, and planning questions are summarized in the appendices.

Author: Tim
Publisher: lulu.com (December 19, 2012)
Language: English
Link to buy: amazon.com/Best-Zero-Tax-Planning-Tools/dp/1105920526