Tax-Smart Investing: Maximizing Your Client's Profits (A Marketplace Book) - Hardcover
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.
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.
"synopsis" may belong to another edition of this title.
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.
"About this title" may belong to another edition of this title.
- PublisherWiley
- Publication date1999
- ISBN 10 0471332615
- ISBN 13 9780471332619
- BindingHardcover
- Edition number1
- Number of pages264
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Tax-smart Investing: Maximizing Your Client's Profits
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Wiley Publishing
(1999)
ISBN 10: 0471332615
ISBN 13: 9780471332619
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Book Description Hard Cover. Condition: Very Good. Dust Jacket Condition: Good. First Edition. In Tax-Smart Investing, 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. Seller Inventory # 003853
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