Strategies For Protecting Wealth
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Author | : Jay Adkisson |
Publisher | : McGraw Hill Professional |
Total Pages | : 337 |
Release | : 2004-07-02 |
Genre | : Business & Economics |
ISBN | : 0071505474 |
Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts
Author | : Alexander A. Bove (Jr.) |
Publisher | : American Bar Association |
Total Pages | : 622 |
Release | : 2005 |
Genre | : Business & Economics |
ISBN | : 9781590314760 |
Author | : Mark Tepper |
Publisher | : Greenleaf Book Group |
Total Pages | : 257 |
Release | : 2018-01-02 |
Genre | : Business & Economics |
ISBN | : 1626344574 |
Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.
Author | : Kathryn G. Henkel |
Publisher | : |
Total Pages | : |
Release | : 2003 |
Genre | : Estate planning |
ISBN | : 9780791334263 |
Author | : Charles Lowenhaupt |
Publisher | : McGraw Hill Professional |
Total Pages | : 257 |
Release | : 2011-09-23 |
Genre | : Business & Economics |
ISBN | : 0071777628 |
Proven strategies for meeting the unique—and increasingly complex—challenges of private wealth management Whether you’re a money manager or managing your own wealth, Freedom from Wealth provides the tools you need to improve the management of a family fortune in today's increasingly globalized financial landscape. The authors reveal new, global, measurable standards to ensure that wealth is managed in accordance with industry best practices. They call for families to adopt the standards and name a Standards Director who can oversee their implementation, arguing that these standards help prevent the fraud and financial chicanery that produced the Madoff scandal and other recent wealth-management improprieties. Charles A. Lowenhaupt is the founder, chairman, president, and CEO of Lowenhaupt Global Advisors and a managing member of Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law, which was established by his grandfather in 1908. Donald B. Trone is the CEO of Strategic Ethos and former Director of the U.S. Coast Guard Academy Institute for Leadership. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council.
Author | : Terry Coxon |
Publisher | : |
Total Pages | : |
Release | : 1924-12 |
Genre | : |
ISBN | : 9780688062088 |
Some investors pay little or no tax on their income; their wealth grows faster and faster and gives them more cash to spend. Some families hand down large fortunes without paying a gift or estate tax. And some know how to turn their easy-to-seize investments into wealth that would be repellent to someone thinking of suing them. Keep What You Earn tells the secrets of these canny investors--and shows how any other investor can use them, too.
Author | : James M. Dahle |
Publisher | : White Coat Investor LLC the |
Total Pages | : 160 |
Release | : 2014-01 |
Genre | : Business & Economics |
ISBN | : 9780991433100 |
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author | : Patrick W. Rice |
Publisher | : Square One Publishers, Inc. |
Total Pages | : 276 |
Release | : 2012-07-16 |
Genre | : Business & Economics |
ISBN | : 0757050948 |
For decades, banks and brokerage houses effectively convinced us that IRA holdings could be invested only in stocks and CDs. Few people knew that there was a viable alternative that offered both safety and growth. That alternative is real estate. In IRA Wealth, investment expert Patrick W. Rice first teaches you how to turn your IRA into a self-directed account, and then details the many ways in which real estate products can make you rich. The author offers a wide variety of strategies for both the aggressive investor interested in high returns and the conservative investor looking for a steady stream of income—all tax-deferred or tax-exempt. Although it may be a little late to avoid the volatility of the stock market, the lesson has been simple: Don’t put all your eggs in one basket. Patrick Rice now offers you an entirely new basket that holds golden eggs for a bright and rewarding future.
Author | : Kevin C. Desouza |
Publisher | : Kogan Page Publishers |
Total Pages | : 232 |
Release | : 2007 |
Genre | : Business & Economics |
ISBN | : 9780749449612 |
Citing international examples such as Hewlett Packard, Microsoft, Google, Boeing, and Amazon, the author covers all aspects of knowledge protection, from employee retention strategies to physical security.
Author | : John Sullivant |
Publisher | : John Wiley & Sons |
Total Pages | : 662 |
Release | : 2007-09-26 |
Genre | : Technology & Engineering |
ISBN | : 0471799262 |
Strategies for Protecting National Critical Infrastructure Assets eases the research burden, develops investigative protocols, and pulls together data into a comprehensive and practical guide, to help the serious reader understand advanced concepts and techniques of risk assessment with an emphasis on meeting the security needs of the critical national infrastructure. The text is divided into five major sections, which are further broken down by individual chapters, each addressing one element of risk assessment as well as focusing attention on applying the risk assessment methodology to a particular industry. This book establishes a new and acceptable approach for conducting risk assessments in a high-risk world. Helps the reader to understand advanced concepts and techniques of risk assessment Provides a quick, reliable, and practical "briefcase" reference to use in the office as well as on the road Introduces the elements of the risk assessment process by defining its purpose and objectives, describing the behavioural and physical sciences, the techniques employed in the process, and the measurement and evaluation tools and standards used to perform an objective risk assessment.