The Doctor's Wealth Preservation Guide - Softcover

Roccy DeFrancesco; JD; CWPP; CAPP; MMB

Softcover

ISBN 10: 1589300882 ISBN 13: 9781589300880

Publisher: TriArc Advisors, LLC, 2008

Synopsis

This book is the authoritative guide to help physicians protect their assets from all creditors. All creditors means from negligence suits, but also from the IRS (income, capital gains and estate taxes), downturns in the stock market, long term care costs and more. There is no other book that has complete information to help physicians protect and grow their wealth. The book also has a chapter on how to better manage and run a medical clinic. This book was written by a former personal injury attorney who also spent three years as the Director of Operations of an orthopedic clinic.

About this title

About the Author

Roccy M. DeFrancesco, Jr., JD, CWPP, CAPP, MMB, is the Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP), Certified Asset Protection Planner (CAPP), Master Mortgage Broker (MMB) designations and the Co-Founder of the Asset Protection Society. Roccy is on the editorial board for the CPA Wealth Provider. 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 Home Equity Management Guidebook©, The Doctor s Wealth Preservation Guide© and the Editor of a book titled: 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 and CNBC s Open Exchange Program.

Edition details

• Publisher: TriArc Advisors, LLC
• Publication date: 2008
• Language: English
• ISBN 10: 1589300882
• ISBN 13: 9781589300880
• Binding: Paperback
• Edition number: 5
• Number of pages: 331