Introducing - Softcover

Softcover

ISBN 10: 0965460509 ISBN 13: 9780965460507

Über diesen Titel

Über die Autorin bzw. den Autor

Charles S. Stoll graduated from Stetson University in 1977 earning a B.B.A. degree with a major in accounting. Upon graduating he was employed with a large regional accounting firm in Ft. Myers (now merged with Cooper-Lybrand). Mr. Stoll passed the CPA Exam in November of 1977 and continues to maintain his Certified Public Accountant license. In 1979 Mr. Stoll was recruited by Paine Webber and joined them as an account executive. From 1982 to 1986 Mr. Stoll worked with Sherson Lehman Hutton as a Financial Consultant. Rejoining Paine Webber (Boca Raton) in 1986, he was instrumental in new accountant development until 1989 at which he left to start his own firm offering a full range of investments, insurance and financial services.

Stoll Financial Corp. was formed in 1989. In 1991 Mr. Stoll was invited to participate in the American Doctors Financial Group specializing in helping Florida physicians with wealth creation and preservation. He continues to advise many doctors around the state and is currently the financial advisor to the American College of International Physicians.

Mr. Stoll's desire to always provide the most appropriate type of planning led him to become involved in the utilization of the Family Limited Partnership. For the past eight years he has been one of the industry leaders on the use and implementation of the Family Limited Partnerships, instructing attorneys, accountants, and other financial service professionals.

He has spoken on numerous radio broadcasts, quoted in USA Today, and published in The International Physician magazine.

Mr. Stoll is a Certified Public Accountant, Certified Financial Planner, and a Registered Investment Advisor with the Securities and Exchange Commission. He is also a General Securities Principal, Registered Representative, and licensed life and health insurance agent. He has also been granted the designation of Personal Financial Specialist by the American institute of Certified Public Accountants.

Ronald C. White graduated from Baylor School of Law in 1976, receiving his Juris Doctorate degree and was admitted to the Texas Bar that same year. Subsequent to graduation, he served in the United States Air Force as a military attorney in the Judge Advocates Office, as a Lt. Colonel in the United States Air Force Reserve, assigned to the Staff Judge Advocates Office at MacDill Air Force Base, Tampa, Florida.

Mr. White is Committee member of Trust Law Section of the Florida Bar, a previous member of the Bar's Military Law - Aid to Serviceman's Committee and past editor of their quarterly newsletter. Mr. White is also a member of the St. Petersburg Bar Association, licensed to practice before United States Court of Appeals, 11th Circuit in Atlanta, Georgia.

Although based in St. Petersburg, Florida since 1981, Mr. White advises both clients and professionals throughout the United States. For the past five years he has been a leader on the implementation and use of Family Limited Partnerships. Mr. White lectures frequently to various civic organizations and groups in the areas of Wills, Estates, Taxes and Business Planning. He provides continuing education presentations to attorneys and CPA's in these areas.

Von der hinteren Coverseite

Family Limited Partnerships have become a "hot" topic in the financial planning areas. However, many times this valuable estate planning tools overlooked simply because the benefits are not understood. In this book, you will learn how a family Limited Partnership has helped many families and could offer you solutions to: Saving estate and income tax while keeping control of your assets! Protecting your assets from creditors ! Estate tax and trust alternatives for citizen/resident alien marriages! Keeping your life insurance out of your estate! Getting the best of Medicaid and much more!!

Details zur Ausgabe

• Sprache: Englisch
• ISBN 10: 0965460509
• ISBN 13: 9780965460507
• Einband: Taschenbuch
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: Nicht verfügbar