Best Zero Tax Planning Tools

Zero Tax Planning involves the integration of proven charitable and non-charitable tools. Such planning can help most taxpayers minimize taxes, improve lifetime income, increase transfers to family members, and augment charitable giving potential. This book reveals a time-tested covenantal process used to implement hundreds of zero tax plans while helping clients identify more planning resources, crystalize their purpose statements, unite their advisers, clarify their values, select and customize the best planning tools, and prepare heirs to perpetuate a meaningful legacy. The final chapters share practical case studies. Appendices summarize the most common tools, services, adviser roles, and planning questions.

Author: Tim Voorhees
Publisher: Lulu.com
Published: 12/19/2012
Pages: 134
Binding Type: Paperback
Weight: 0.56lbs
Size: 9.69h x 7.44w x 0.29d
ISBN: 9781105920523

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