Smart Assets - Turning Your and Your Business into a Wealth Machine - Hardcover

9780070076525: Smart Assets - Turning Your and Your Business into a Wealth Machine

Hardcover

ISBN 10: 0070076529 ISBN 13: 9780070076525

Publisher: McGraw-Hill, 1998

A guide to a number of strategies to protect and expand personal and business financial assets for entrepreneurs and business owners. Topics covered include the use of trusts to guard money, borrowing money from one's business interest-free, converting business equity to cash, income tax reduction, and the creation of tax- deductible insurance programs. Annotation c. by Book News, Inc., Portland, Or.

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From the Back Cover:

Strategies to Maximize Wealth from the 1997 Tax Law Changes! Revealing a wealth of practical strategies, tactics, and planning innovations, Smart Assets, Revised Edition, can help you soar to new levels of financial success! This clear and concise guide is designed for business owners, aspiring entrepreneurs, and high net-worth individuals, and can ultimately help you achieve financial independence and turn your business into a wealth machine!

Written by a team of Mony business and estate planning experts, and with a new section entitled Smart Strategies Under the Taxpayer Relief Act of 1997, Smart Assets has been revised and updated to identify and explain long-term tactics that can help savvy business owners: define a wealth-building, goal-oriented plan; develop an effective investment strategy; build and protect assets; tap the tax advantages of life insurance; avoid estate tax meltdown; preserve property for future generations; utilize new financial strategies resulting from TRA '97 tax law changes. This indispensable financial strategies outlined in Smart Assets can help any business owner unleash the full economic potential of integrating their business and personal finances.

About the Author:

George D. Brenner, JD, CLU, ChFC, is an attorney and graduate of the City College of New York and DePaul University College of Law. As head of MONY�s Business and Estate Planning Group, he lectures extensively to business and professional groups in estate and business planning. Brenner has also published articles in The Journal of the American Society of CLU and ChFC, Estate Planning, Insurance Selling, and California Broker. John T. Cecere, CLU, is Vice President of Marketing Development and Implementation at MONY. He is a graduate of Pasadena City College and went on to earn his Chartered Life Underwriter designation from The American College. With over 20 years of experience in the life insurance industry, Cecere was awarded MONY�s Topper Manager recognition in 1987. Stanfield Hill, JD, CLU, is Assistant Vice President and head of MONY's Platinum Support Group. A graduate of Yale University and Columbia Law School, he is co-author of the book, Business Insurance Agreements, the author of articles in numerous publications, including CLU/ChFC Journal, and was the editor of "CLU Comment Column" in The Bulletin (New York Life Underwriter Association). Barry L. Rabinovich, JD, AEP, is an attorney and Assistant Vice President, Business and Estate Planning Group, at MONY. He is a member of the Estate Planning Council of New York City and an Accredited Estate Planner. Rabinovich received his law degree from Brooklyn Law School, an MBA in finance from New York University, and a BBA from Ohio University. MONY, chartered as a mutual life insurance company in 1842, sold the nation's first mutual life insurance policy and now provides life insurance and annuities, as well as mutual funds and securities (through MONY Securities Corp.), to individuals and businesses.

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