Jk Lasser Pro Separate Account Management PDF Download
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Author | : Larry Chambers |
Publisher | : John Wiley & Sons |
Total Pages | : 289 |
Release | : 2003-06-03 |
Genre | : Business & Economics |
ISBN | : 0471441457 |
Download J.K. Lasser Pro Separate Account Management Book in PDF, ePub and Kindle
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
Author | : Larry Chambers |
Publisher | : Wiley |
Total Pages | : 0 |
Release | : 2003-05-26 |
Genre | : Business & Economics |
ISBN | : 9780471249764 |
Download J.K. Lasser Pro Separate Account Management Book in PDF, ePub and Kindle
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
Author | : Ken Ziesenheim |
Publisher | : |
Total Pages | : |
Release | : 2003 |
Genre | : |
ISBN | : |
Download J.K. Lasser Pro[small]TM[/small] Separate Account Management160 Book in PDF, ePub and Kindle
A financial advisor146;s guide to a more personal and flexible money management approach Until recently, investment advisors have been locked into the management and accounting method chosen by the mutual funds in their WRAP account. This has limited their ability to provide a personalized asset management program to their clients. Separate account management programs or SAMs allow financial professionals to provide a more personal and flexible money management service to their clients. Separate Account Management will help financial advisors thoroughly understand individually managed account programs, while explaining how they should go about presenting these strategies to their clients. It will also show advisors how to convert their financial advisory practice into a money management business150;allowing them to build equity in a practice where there was none before. Filled with proven techniques and expert advice, this comprehensive guide is a valuable source of information for one of the fastest growing forms of asset management. Larry Chambers (Ojai, CA) is the President of the financial consulting firm Chambers and Associates. He is the author of thirty books and hundreds of investment-related articles. Chambers is frequently tapped as a media guest, financial media expert resource, and seminar presenter.
Author | : Larry Chambers |
Publisher | : Wiley |
Total Pages | : 277 |
Release | : 2003-05-26 |
Genre | : Business & Economics |
ISBN | : 9780471249764 |
Download J.K. Lasser Pro Separate Account Management Book in PDF, ePub and Kindle
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
Author | : J.K. Lasser Institute |
Publisher | : John Wiley & Sons |
Total Pages | : 1101 |
Release | : 2024-01-23 |
Genre | : Business & Economics |
ISBN | : 1394223536 |
Download J.K. Lasser's Your Income Tax 2024, Professional Edition Book in PDF, ePub and Kindle
The leading desk reference for US personal income tax return preparation for professionals In J.K. Lasser’s Your Income Tax 2024, Professional Edition, a team of veteran tax preparers and educators delivers an intuitive and comprehensive roadmap to helping your clients prepare their 2023 US personal income tax returns. In the book, you’ll learn how to maximize your clients’ deductions and credits, legally shelter their personal income, and minimize their tax bills. The authors have included sample 2023 tax forms, brand-new tax law authorities with citations, binding IRS rulings, filing pointers, and tax planning strategies you can implement immediately to better serve your clients. Fully updated to reflect the changes to the 2023 tax code, this book provides the step-by-step instructions, worksheets, and forms you need to prepare your clients’ taxes ethically and effectively. You’ll also find: Discussions of what it’s like to practice before the Internal Revenue Service as an Enrolled Agent Strategies for identifying the best approach to tax planning based on your client’s financial situation Checklists and sample forms to make preparing your next return simple and straightforward Perfect for practicing and training Certified Public Accountants and Enrolled Agents, J.K. Lasser’s Your Income Tax 2024 is the gold standard desk reference for tax preparers serving individuals in the United States.
Author | : J.K. Lasser Institute |
Publisher | : John Wiley & Sons |
Total Pages | : 1025 |
Release | : 2009-01-09 |
Genre | : Business & Economics |
ISBN | : 0470284978 |
Download J.K. Lasser's Your Income Tax Professional Edition 2009 Book in PDF, ePub and Kindle
A complete tax savings guide which includes new tax law updates and a free supplement with tax forms for filing.
Author | : Richard Imperiale |
Publisher | : John Wiley & Sons |
Total Pages | : 402 |
Release | : 2002-06-17 |
Genre | : Business & Economics |
ISBN | : 9780471211662 |
Download J.K. Lasser Pro Real Estate Investment Trusts Book in PDF, ePub and Kindle
Benefit from the outstanding investment opportunities that currently exist in the REIT industry The growth of REITs as an asset class has created an excellent opportunity for small investors to participate in the ownership of institutional-quality real estate. Are you ready to help your clients make the most of this opportunity? J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs and includes a chapter on each of the following forms of REITs available, including: Residential REITs Manufactured home community REITs Office REITs Industrial property REITs Retail REITs Hotel property REITs Health care REITs Self-storage REITs Specialized, diversified, and mortgage REITs Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio. Please visit our Web site at www.jklasser.com
Author | : J.K. Lasser Institute |
Publisher | : John Wiley & Sons |
Total Pages | : 1093 |
Release | : 2023-01-26 |
Genre | : Business & Economics |
ISBN | : 1394157738 |
Download J.K. Lasser's Your Income Tax 2023 Book in PDF, ePub and Kindle
The gold standard resource for professional tax preparers in the US – fully updated for the 2022 tax year The newly revised J.K. Lasser's Your Income Tax Professional Edition 2023 delivers easy-to-follow, authoritative, and step-by-step instructions to help you guide your clients through the tax filing process. This popular guide offers tax-saving advice on every available credit and deduction, so you can be sure your clients are keeping as much of their money as possible. You'll discover special features included throughout the guide, including legislative alerts, tax planning tips, and filing reminders. You’ll also find: Important information about the latest tax legislation from Congress and how it impacts your clients Discussions and guidance relating to practice before the Internal Revenue Service A complete set of the most used 2022 tax forms Accurate citations of tax law authority The leading resource in tax preparation guides for Certified Public Accountants, tax preparers, and other financial professionals, J.K. Lasser's Your Income Tax Professional Edition 2023 is a detailed, one-stop blueprint for providing unmatched service to your taxpayer clients.
Author | : Michael C. Thomsett |
Publisher | : John Wiley & Sons |
Total Pages | : 270 |
Release | : 2002-10-15 |
Genre | : Business & Economics |
ISBN | : 0471421308 |
Download J.K. Lasser's Buy, Sell, or Hold Book in PDF, ePub and Kindle
SIMPLE MARKET GUIDANCE FOR THE INDIVIDUAL INVESTOR Today, investors are bogged down with information overload and market falsehoods, which stem from a variety of sources. To move beyond the mentality of popular, yet untrue, market assumptions and identify how the market actually works, you must carefully filter information to make the important buy, sell, or hold decisions that will maintain and grow your portfolio. J.K. Lasser's Buy, Sell, or Hold seeks to clear the air for investors by providing honest, down-to-earth advice on how to cope with excessive information, and how to find good, basic facts that will improve your skills in personal portfolio management. Filled with sound methods and proven techniques, this accessible book provides you with the knowledge needed to study stocks and decide whether you should buy, sell, or hold. By exploring ten areas of study that every investor needs to master, J.K. Lasser's Buy, Sell, or Hold shows you how to avoid the common pitfalls of the market and head down the path of successful investing. Critical coverage will help you: * Make intelligent investment decisions based on logical and reasonable information * Manage your portfolio to maximize analysis, minimize risk, and earn profits * Understand and interpret volatility * Decide on what type of professional advice-if any-is right for you J.K. Lasser--Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com
Author | : William Reichenstein |
Publisher | : Wiley |
Total Pages | : 0 |
Release | : 2003-02-04 |
Genre | : Business & Economics |
ISBN | : 9780471216421 |
Download J.K. Lasser Pro Integrating Investments and the Tax Code Book in PDF, ePub and Kindle
Add Value to any Client's Portfolio With Tax-Saving Strategies "Bill Reichenstein and William Jennings are two of the industry's very few true pioneers. This book should be on the short list of anyone interested in private wealth management, whether expressed in thousands or millions of dollars." -Jean L. P. Brunel, CFA, Editor of the Journal of Wealth Management and author of Integrated Wealth Management "Reichenstein and Jennings tackle many key issues facing individual investors, including 'How should you differentiate between the before-tax dollars in retirement accounts and the after-tax dollars in taxable accounts?' and 'Should bonds be held in retirement accounts and stocks in taxable accounts or vice versa?' They provide valuable insights that certainly should add value to you and your clients." -Brian Bruce, Editor in Chief of Journal of Investing and Director of Global Investments at PanAgora Asset Management "If you want to be on the leading edge of thinking about integrated wealth management, then read this book. While the traditional approach searches for optimization in perfect markets and limits the portfolio to financial assets, these authors tackle real-world complexities and integrate other sources of wealth into the portfolio. Extending the analysis is vital in a world where financial decisions are increasingly the responsibility of the individual." -Conrad S. Ciccotello, JD, PhD, Editor of Financial Services Review and Director of Graduate Personal Financial Planning Programs at Georgia State University