Twenty expert financial advisers contribute 15 chapters on the art and science of effective wealth management. Coverage includes general principles, major applications--creation of a new insurance company, home security and qualified personal residence trusts, hedge funds, swaps, single stock concentration risk management, the family office--and special techniques, including nonqualified deferred compensation, supplemental executive retirement, and 401(k) mirror plans; private placement variable universal life; Section 529 education plans; private annuities; and long-term care. For multimillionaire investors and investors on the fast track to achieving greater wealth, and their advisers. Annotation �2004 Book News, Inc., Portland, OR (booknews.com)

About the Author

Donald R. Levy, JD, MBA, is an attorney and benefits consultant. A graduate of Harvard College (cum laude) and Harvard Law School, he also received an MBA in accounting from New York University where he received the New York State Society of CPAs prize for being first in his graduating class among accounting majors. A combat veteran of World War II, he practiced law with Wall Street firms, became Vice President in the employee benefit consulting department of Johnson & Higgins, and then became Vice President-Human Resources, Personnel and Industrial Relations, Policy and Planning at United States Tobacco Company (now UST, Inc.) from where he retired. Then as Senior Technical Consultant with Prentice Hall, he authored their updated Pension Handbook. He subsequently became Senior Technical Consultant for Research Institute of America. Mr. Levy has since authored or edited a number of books from his own office including the IRA Answer Book, Executive Compensation Treatise, 403(b) Answer Book, Guide to Cash Balance Plans, Quick Reference Guide to IRAs, and the State-by-State Guide to Managed Care Law. He has taught at the University of Connecticut and Mount Holyoke College, has served as panelist for the Practicing Law Institute, and has lectured before other professional groups.

"About this title" may belong to another edition of this title.

Store Description

ThriftBooks is a fully independent seller of used books, having sold more than 160 million used and new books since we started in 2003. Each quality used book is sorted, graded, shelved and shipped by hand by our team of dedicated employees in our seven warehouses across the US. We have the best selection of books, in the right condition and format, at everyday low prices. We also have a dedicated, US-based Customer Service team, ranked in the top three by Newsweek for Best Customer Service in 2018 and 2019, so you can shop with confidence. We support and invest in our employees, appreciate and value our customers, and truly believe in the power of the written word to educate, energize, and engage readers of all ages and interests.

Visit Seller's Storefront

Seller's business information

Thrift Books Global LLC
18300 Cascade Ave S, Seattle, WA, 98188, U.S.A.

Sale & Shipping Terms

Terms of Sale

We guarantee each book that we send you. If you have any problems, please contact
our dedicated customer service department. They will do everything possible to
ensure you are happy with your order.

Shipping Terms

All domestic Standard shipments are distributed from our warehouses by OSM, then handed off to the USPS for final delivery.

2-Day Shipping is delivered by FedEx, which does not deliver to PO boxes.

International shipments are tendered to the local postal service in the destination country for final delivery – We do not use courier services for international deliveries.

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	4 to 8 business days	4 to 8 business days
First item	US$ 0.00	US$ 0.00

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.