Robert Keebler’s timely book, The Advisor’s Guide to The Top 25 Tax Planning Ideas for 2014 contains 148 pages chock-full of valuable information about strategies that are going to be key this year for your clients, including: Bracket Management Strategies, Income Smoothing Strategies, Income Shifting Strategies, Reducing Taxable Income Strategies, Specific Net Investment Income Tax Strategies and Wealth Transfer Strategies.
This Manual contains over 60 examples so that you can better understand, explain and utilize these strategies with your clients. You have the option for an electronic download or you can get a printed version of this guide, which includes a PDF copy on CD (so that you can easily print multiple copies for everyone in your office!). Plus, Bob has thrown in a special BONUS 5 strategies!
Pages: 148 pages
Format: PDF Download or Printed/Bound
Published: January 2014