Items related to Wealth Preservation Planning: A "Team" Approach
This book is designed to help CPAs/accountants, attorneys, financial planners and insurance agents learn about advanced planning strategies on Asset Protection, Income Tax Reduction, Advanced Estate Planning and Financial Planning for the high income and/or high net worth client. The book not only helps advisors from a technical standpoint by teaching them new topics like Asset Protection, WealthBuilder Annuity, the Leverage Bonus Plan, VEBAs, Medicaid Planning, Life Settlements, Tax Liens and many more topics, but the book has two chapters covering why the best way to help clients is through a true team approach. $10 from the sale of each book will go to the National Society of Accountant's Scholarship Foundation.
"synopsis" may belong to another edition of this title.
About the Author:
Roccy M. DeFrancesco, Jr., JD, CWPP™, CAPP™, is the President of The Wealth Preservation Group, LLC, (WPG), The Wealth Preservation Institute and the creator of the Certified Wealth Preservation Planner (CWPP™) and Certified Asset Protection Planner (CAPP™) designations (www.thewpi.org). Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices. Roccy is the Author of The Doctor’s Wealth Preservation Guide© and Wealth Preservation Planning: A “Team” Approach©, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today’s CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine. He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner. He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal (www.fsonline.com), www.financialcounsel.com, www.producersweb.com, www.mommd.com and CNBC’s Open Exchange Program.
Review:
This book has been officially endorsed by the National Society of Accountants (NSA). --NSA, June, 2005
"About this title" may belong to another edition of this title.
- PublisherThe Wealth Preservation Institute
- Publication date2005
- ISBN 10 0977077004
- ISBN 13 9780977077007
- BindingPaperback
- Number of pages321
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