Tax-Smart Investing : Maximizing Your Client's Profits (A Marketplace Book)
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Book Description
In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional 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. Drawing on over fifty years' combined experience advising high-income, high-net worth clients, Westhem and Weissman offer proven strategies for minimizing the tax burden of investment earnings.
Written in a clear, straightforward style and packed with practical examples, /ITax-Smart Investing/N is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.
About the Author
Andrew D. Westhem (La Jolla, CA) is chairman and CEO of The Westhem Group/Wealth Transfer Planning, Inc. He has more than 30 years experience in the field and has served as a consultant to the Fortune 500. Stewart J. Weissman (La Jolla, CA) is Executive Vice President of The Westhem Group/Wealth Transfer Planning. His expertise lies in the use of tax advantaged funding and advanced estate planning for affluent clients.
Tax-Smart Investing : Maximizing Your Client's Profits (A Marketplace Book),Andrew D. Westhem,Stewart J. Weissman,Wiley,0471332615,Business & Economics,Business / Economics / Finance,Business/Economics,Consumer Finance,Finance,Finance, Personal,Investment Finance,Investments,Investments & Securities - General,Personal Finance - Financial Planning,Personal Finance - Investing,Tax Accounting,Tax planning,Taxation,United States,Business & Economics / Personal Finance / General,Investment & securities
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