Capital Gains Exit Ramp - Softcover

Silk, Roger D

 
9781968778002: Capital Gains Exit Ramp
Softcover
ISBN 10: 1968778004 ISBN 13: 9781968778002
Verlag: Sterling Foundations Management, 2025

Inhaltsangabe

Capital Gains Exit Ramp is the latest book by Roger D. Silk, PHD which dives into trust-based solutions that can be used to better manage wealth, especially in the selling of appreciated assets.

Over the course of this book, you'll gain:

A Comprehensive Understanding of Trust Structures: Learn about the various types of trusts, their pros and cons, and the scenarios in which they are most effective.

Strategic Implementation: Discover how to integrate trusts into both income and estate tax planning for your clients, offering them unparalleled value and peace of mind.

Client Communication Skills: Acquire the language and confidence to discuss trusts with clients in a way that's easy for them to understand, fostering trust and clarity.

Case Studies and Real-Life Applications: See how other advisors have successfully implemented trust strategies to grow their practice and deepen client relationships.

Collaborative Techniques: Learn to work effectively with estate attorneys and tax professionals, ensuring seamless implementation for your clients.

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Verlag
Sterling Foundations Management
Erscheinungsdatum
2025
Sprache
Englisch
ISBN 10 
1968778004
ISBN 13 
9781968778002
Einband
Taschenbuch
Anzahl der Seiten
262
Herausgeber
Farrell John
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
preigu
mail@preigu.de

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