Download or read book Tax Guide for Investment Advisors 2014 Edition written by John R. Mott and published by . This book was released on 2013 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Guide for Investment Advisors 2018 Edition written by JOHN R. MOTT and published by Thomson Carswell. This book was released on 2017-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Guide for Investment Advisors 2013 written by John Russell Mott and published by . This book was released on 2012 with total page 514 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book TAX GUIDE FOR INVESTMENT ADVISORS written by JOHN R. MOTT and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Guide for Investment Advisors 2016 written by and published by . This book was released on 2015 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book TAX GUIDE FOR INVESTMENT ADVISORS written by MICHAEL J. TODARY and published by . This book was released on 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Guide for Investment Advisors 2005 Edition written by John R. Mott and published by . This book was released on 2004 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Smart Investing written by Andrew D. Westhem and published by John Wiley & Sons. This book was released on 1999-06-07 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Tax-Smart Investing, you'll find an invaluable ally to help you guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professionals Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps. Written in a clear, straightforward style and packed with practical examples, Tax-Smart Investing is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.

Download or read book Tax Guide for Investment Advisors 2003 Edition written by John R. Mott and published by . This book was released on 2001-01-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Guide for Investment Advisors 2004 written by John Russell Mott and published by . This book was released on 2003-01-01 with total page 502 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book JK Lasser s Your Income Tax Professional Edition 2014 written by Lasser and published by . This book was released on 2014-01-29 with total page 992 pages. Available in PDF, EPUB and Kindle. Book excerpt: America's number one tax guide for professionals J.K. Lasser's Your Income Tax, Professional Edition 2014 is an essential guide for tax professionals. Filled with easy-to-use tax planning tips and strategies, this comprehensive guide arms you with the information needed to maximize your clients' tax savings. Completely updated with all the latest tax law changes, this guide makes preparing 2013 tax returns easier than ever. Provides professionals with the latest, most-up-to-date tax information Completely annotated to steer professionals to the case law and revenue rulings behind each section in the book Contains extended guidance for tax professionals, which leads to corresponding IRS code sections, regulations, and case law that supports the material covered Filled with the classic tax guidance that only J.K. Lasser can provide, this Professional Edition is the book of choice for serious tax professionals from CPAs to financial advisors.

Download or read book Tax Guide for Investment Advisors 2010 written by John R. Mott and published by Carswell Legal Publications. This book was released on 2009-11-30 with total page 570 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book J K Lasser s Your Income Tax Professional Edition 2014 written by J.K. Lasser Institute and published by Wiley. This book was released on 2013-12-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: America's number one tax guide for professionals J.K. Lasser’s Your Income Tax, Professional Edition 2014 is an essential guide for tax professionals. Filled with easy-to-use tax planning tips and strategies, this comprehensive guide arms you with the information needed to maximize your clients' tax savings. Completely updated with all the latest tax law changes, this guide makes preparing 2013 tax returns easier than ever. Provides professionals with the latest, most-up-to-date tax information Completely annotated to steer professionals to the case law and revenue rulings behind each section in the book Contains extended guidance for tax professionals, which leads to corresponding IRS code sections, regulations, and case law that supports the material covered Filled with the classic tax guidance that only J.K. Lasser can provide, this Professional Edition is the book of choice for serious tax professionals from CPAs to financial advisors.

Download or read book U S Master Estate and Gift Tax Guide 2014 written by CCH Tax Law and published by . This book was released on 2013-12-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: CCH's U.S. Master Estate and Gift Tax Guide is a practical guide for both tax advisors and estate planning professionals involved in federal estate and gift tax planning, return preparation and tax payment. The 2014 Edition of this comprehensive reference provides clear explanations of the laws relating to federal estate, gift and generation-skipping transfer taxes to give readers the solid understanding they need to apply today's complex rules. This resource contains many helpful features, including: Concise, up-to-date discussions of recent statutory and regulatory law changes, court decisions, and IRS rulings affecting the estate, gift and generation-skipping transfer taxes, including the Windsor decision and its impact on tax planning for same-sex married couples. Pertinent tax tables, such as the unified credit and exclusion / exemption amounts, GST rates and more for easy reference to key tax figures. Citations to Internal Revenue Code, regulations, IRS rulings and court decisions to help practitioners further research the estate and gift tax law. Access the Latest Tax Legislative Developments, A special webpage created by CCH for the U.S. Master Estate and Gift Tax Guide will keep you up-to-date with late-breaking tax legislative developments occurring after publication of the 2014 edition. Visit CCHGroup.com/TaxUpdates to find the legislative information you'll need to keep U.S. Master Estate and Gift Tax Guide your first source for practical tax guidance. Leading Estate Planning Information and Tools for Professionals, CCH Tax and Accounting offers a suite of products providing in-depth analysis, guidance and solutions in a full range of options-from guides, practice manuals and treatises to newsletters, Internet research libraries and planning software. Make CCH Tax and Accounting your source for guidance with comprehensive, time-saving estate planning products for professionals, including: Federal Estate & Gift Taxes: Code & Regulations, Practical Guide to Estate Planning, Price on Contemporary Estate Planning, Financial and Estate Planning Library, CCH® Estate Planning Expert Library CCH® FinEst Calcs To order, or for more information on these and other CCH Tax and Accounting products and service; call 800 248 3248 or visit the store at CCHGroup.com. Book jacket.

Download or read book J K Lasser Pro Integrating Investments and the Tax Code written by William Reichenstein and published by John Wiley & Sons. This book was released on 2003-02-04 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: Table of contents

Download or read book Tax aware Investment Management written by Douglas S. Rogers and published by . This book was released on 2006 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mutual funds, hedge funds, and investment managers, and presents more-sophisticated strategies for offsetting gains against losses in wealth planning, portfolio management, and estate planning. Includes results of historical research, 100 tables and charts"--Provided by publisher.

Download or read book Alts Democratized Website written by Jessica Lynn Rabe and published by John Wiley & Sons. This book was released on 2014-12-31 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency. Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations. In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices. The companion website provides ancillary materials that reinforce and supplement the book, including: The authors’ top ten takeaways Classification cheat sheet Portfolio construction guide (full color) Talking points for clients Q&A on liquid alts Presentation with all 118 exhibits from the book (full color) Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.