Tax-smart investing : maximizing your client's profits /
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...
Saved in:
| Main Author: | |
|---|---|
| Other Authors: | |
| Format: | Book |
| Language: | English |
| Published: |
New York ; Chichester :
Wiley,
c1999.
|
| Series: | Wiley financial advisor series
|
| Subjects: | |
| Online Access: | Table of Contents Publisher description |
| LEADER | 03399cam a2200409 a 4500 | ||
|---|---|---|---|
| 001 | c000395696 | ||
| 003 | CARM | ||
| 005 | 20140121153700.0 | ||
| 008 | 140121s1999 enka 001 0 eng d | ||
| 010 | |a 99019899 | ||
| 015 | |a GB99-52503 | ||
| 019 | 1 | |a 14524829 |5 LACONCORD2021 | |
| 020 | |a 0471332615 (hbk.) : |c No price | ||
| 035 | |a (OCoLC)40838780 |5 LACONCORD2021 | ||
| 040 | |a DLC |b eng |c DLC |d Uk |d DLC |d NWU | ||
| 050 | 0 | 0 | |a HG4910 |b .W384 1999 |
| 082 | 0 | 4 | |a 343.7305246 |2 21 |
| 100 | 1 | |a Westhem, Andrew D., |d 1933- | |
| 245 | 1 | 0 | |a Tax-smart investing : |b maximizing your client's profits / |c Andrew D. Westhem and Stewart J. Weissman. |
| 260 | |a New York ; |a Chichester : |b Wiley, |c c1999. | ||
| 300 | |a xix,264 p. : |b ill. ; |c 24 cm. | ||
| 490 | 0 | |a Wiley financial advisor series | |
| 500 | |a Includes index. | ||
| 505 | 0 | |a Ch. 1. Roll Your Own: Directly Owned Stocks and Bonds -- Ch. 2. Marvelous Munis: The Allure of Tax-Exempt Bonds -- Ch. 3. Defer and Conquer: For Employees: Make the Most of 401(k)s and IRAs -- Ch. 4. Lapping Up the Lion's Share: For Employers: Choosing among Retirement Plans -- Ch. 5. Putting the Tax Collector on Hold: Fixed Annuities for Tax Deferral -- Ch. 6. Hanging Up on the IRS: Permanent Life Insurance as a Tax Shelter -- Ch. 7. Gains without Pain: Dodging the Mutual Fund Trap -- Ch. 8. Mutual Funds Now, Taxes Later: Variable Annuities Can Enrich Your Retirement -- Ch. 9. Mutual Funds Now, Taxes Never: Variable Life Insurance Makes Taxes Disappear -- Ch. 10. Heads You Win, Tails You Don't Lose: Modified Endowment Contracts for You and Your Heirs -- Ch. 11. Real Shelters: The Payoff in Property Ownership -- Ch. 12. Blasts from the Past: Partnerships That Still Provide Shelter -- Ch. 13. Inside or Out?: Dividing a Portfolio between Taxable and Tax-Deferred Accounts. | |
| 505 | 8 | |a Ch. 14. Truly Tax-Free: Avoiding Estate Tax As Well As Income Tax -- Ch. 15. Trust Me on This: Sophisticated Asset Protection Strategies -- App. A. Tax Schedules -- App. B. IRA Stretch-Out -- App. C. Excerpts from Sample Variable Annuity Contract -- App. D. Excerpts from Sample Modified Endowment Contract. | |
| 520 | |a 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. | ||
| 650 | 0 | |a Investments |x Taxation |z United States. | |
| 650 | 0 | |a Finance, Personal |z United States. | |
| 650 | 0 | |a Tax planning |z United States. | |
| 700 | 1 | |a Weissman, Stewart. | |
| 852 | 8 | |b CARM |p 0557440 |f BK | |
| 852 | 8 | |b SCAN |h A3:AH15F0 |i C12984 |p 0557440 |f BK | |
| 856 | 4 | |3 Table of Contents |u http://www.loc.gov/catdir/toc/onix04/99019899.html | |
| 856 | 4 | 2 | |3 Publisher description |u http://www.loc.gov/catdir/description/wiley033/99019899.html |
| 999 | f | f | |i d6998a5b-b09a-5453-91e7-250fbdffe968 |s 58e7104a-621c-553d-8ee8-408130587e7b |
| 952 | f | f | |p Can circulate |a CAVAL |b CAVAL |c CAVAL |d CARM 1 Store |i book |m 0557440 |
| 952 | f | f | |a CAVAL |b CAVAL |c CAVAL |d Unmapped Location |e C12984 |f A3:AH15F0 |h Other scheme |