BESTTOOLSMANUAL.INFO

The Best Tools Resources Manual illustrates proven strategies in thirteen areas of most concern to clients. This book helps advisers understand, select, and explain ideas that can help clients generate more tax efficient retirement income, increase transfers to beneficiaries, and redirect tax savings to trust for favorite charities. These are all strategies supported by IRS statutes and/or published tax court rulings... Tim is hands-down the smartest financial planner in the United States when it comes to communicating advanced planning strategies with illustrations understood by clients. Tim uses his skills as an attorney and MBA to help advisers choose the best stragtegies for clients, illustrate them clearly, and integrate them tax-efficiently. Now Tim makes his wisdom and expertise available in a clear and concise book, The Best Tools Resources Manual. Readers will be extremely fortunate to have this TOTAL PACKAGE of integrated relational and technical expertise... I have..