The book is a must for anybody in investment banking, law, private equity, and other fields where a tax plays a large role in determining the outcome and structure of deals, compensation, etc.
use retirement funds as a tax break
Completely updated, the 10th edition of Tax Savvy for Small Business provides the latest tax breaks, rules, forms and publications.
Customer Reviews:
No business, whether big, medium or small, can afford to miss........2007-04-07
Tax attorney Frederick W. Daily provides the 10th updated edition of TAX SAVVY FOR SMALL BUSINESS, which packs in the latest tax updates and details on deductions, ownership structures, IRS bookkeeping requirements, and more. It combines a complete strategy approach with insights no business, whether big, medium or small, can afford to miss.
Awesome book.......2007-03-15
I just set up an LLC and wanted a general education. This is one of several books I bought. It is the best of the bunch. Great explanations and insights by a guy who has been involved with tax audits and has a good idea of what flies with the IRS and what does not.
Book Description
Praise for The First edition
"Here's my advice: first, design a trading strategy that gives you an edge in the markets; second, trade your strategy with precision and steadfastness; third, study The Trader's Tax Solution and apply Tesser's principles to your taxes and financial planning. If you're a trader or investor who wants to keep the maximum possible amount of the money you've earned, your copy of The Trader's Tax Solution will be worth its weight in stock certificates!"
-Thomas A. Bierovic, Manager
Strategy Testing & Development, Omega Research, Inc.
"I have heeded Ted Tesser's advice for many years. His background, knowledge, and experience have been invaluable in saving me an enormous amount of money over the years. This book is my bible for financial and tax strategies."
-Bill M. Williams, PhD, CTA
Professional trader and President, The Profitunity Trading Group
"Taxes can be the largest single expense for a successful trader. Ted Tesser draws on his experience as both a CPA and successful trader to show you how to minimize this expense. This book is clearly written, practical, and comprehensive. Deserves a place on every trader's bookshelf."
-Sheldon Knight, President, K-Data, Inc.
"Ted Tesser is one of the nation's foremost experts on investment taxation. In this definitive guide to reducing and even eliminating whole classes of tax exposure, Ted presents a wealth of solid tax strategies that investors and traders will find indispensable."
-Nelson Freeburg, Editor, Formula Research
"Ordinarily a ho-hum subject, Tesser has made reading about taxes for traders enjoyable. This book is not only a fun read, it is an invaluable reference. The Trader's Tax Solution contains everything a trader needs to know about taxes."
-Sunny J. Harris, President, Sunny Harris & Associates, Inc.
Author, Trading 101: How to Trade Like a Pro,
Trading 102: Getting Down to Business, and Electronic Day Trading 101
Customer Reviews:
The tittle is somewhat misleading.......2003-12-22
[...] After reading the book, (BTW, I bought it nearly one year ago) I realized it doesn't provide detailed solutions that might help us do-it-yourself folks to prepare tax returns, if, for instance, you're a Security trader.
The book, however, is a very good start where one may find a quite complete education on tax and estate planning, and where one may find further info. It provides many real life court cases, involving tax filings, with comments. [...] this is not a "how-to" book. For instance, it doesn't tell me how to complete Form 3115 line by line, rather it explains the purpose of the Form and the key points one must know about the Form.
The number of issues covered in the book may be more than what one needs to know. All in all, it is a very good text for those who care to know more about their money and taxes, and the nasty surprises that IRS has in store for the unprepared.
Average customer rating:
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Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor)
Darlene Smith ,
Dale Pulliam , and
Holland Toles
Manufacturer: Wiley
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Marketing Financial Services to Seniors
ASIN: 0471333530 |
Book Description
Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is skyrocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely.
Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.
The broad, comprehensive scope of Advising the 60+ Investor includes:
- Basic Financial Planning—Investor objectives, asset allocation, insurance requirements, and related topics, such as reverse mortgages and post-retirement employment.
- Pension and Annuity Income—Distribution options from retirement plans and their taxability, including IRAs, annuities, and lump-sum distributions.
- Social Security Benefits—Calculating the amount of the benefits; worker, family and survivor benefits, taxation of benefits, Medicare and Medicaid.
- Transfer of a Closely Held Business—Owning a business and transferring ownership/control of a family business to the next generation: proprietorships, partnerships, and corporations; private annuities, family limited partnerships, and businesses transferred at death.
- Estate Planning—The estate and gift transfer tax system, the basic goals of estate planning, estate planning techniques, marital deduction planning, and grantor retained interest trusts.
- Marriage and Remarriage—The marriage penalty, Social Security benefits, estate planning, and maximizing the exclusion of gain on the sale of both homes.
- Miscellaneous Provisions—Important general tax issues affecting older taxpayers, including the additional standard deduction, the credit for the elderly and disabled, deductions for medical expenses, multiple support agreements, life insurance proceeds, endowments contracts, the tax consequences of volunteerism, and much more.
- Designed to meet the needs of busy investment advisors, financial planners, accountants, and attorneys, Advising the 60+ Investor is an invaluable resource and essential addition to the professional financial advisor's reference library.
NOW YOU CAN TARGET THE SPECIFIC FINANCIAL SERVICES YOUR 60+ CLIENTS NEED IN THEIR RETIREMENT YEARS.
Researched and written by three tax, financial, and accounting experts, Advising the 60+ Investor provides planners with a comprehensive resource for advising the older investor. Timely and authoritative, this essential reference covers the full range of topics that concern this rapidly growing population group. Such areas as financial planning, asset allocation, pensions and annuities, Social Security benefits, the transfer of a business, estate planning, marriage and remarriage, life insurance, medical benefits, and related topics receive detailed and practical coverage. Real-world examples, computation aids, and data tables support the text and help make this an indispensable addition to your professional library.
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Tax-Deferred Investing : Wealth Building and Wealth Transfer Strategies (Wiley Financial Advisor)
Cory C. Grant , and
Andrew D. Westhem
Manufacturer: John Wiley & Sons
ProductGroup: Book
Binding: Hardcover
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ASIN: 0471357332 |
Book Description
Take control of your most important retirement assets
Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees.
- A complete guide to plan selection, investment, asset allocation, and distribution strategies
- Includes estate planning techniques for keeping the wealth in a family from one generation to the next
Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies.
Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Book Description
As Jeff Schnepper says, “Estate taxes are voluntary. You only pay them if you haven’t planned in advance.” Modeled on the best-selling How to Pay Zero Taxes, this book shows how to limit, and possibly even omit costly estate-tax burdens—and covers subjects as broad as living wills, family limited partnerships, private annuities, GRITS, GRATS, GRUNTS, flower bonds, and more.
Reflecting all tax law changes as of January 2000, this helpful guide pinpoints hundreds of perfectly legal deductions, credits, and exemptions. It covers the subject from the basics to the fine points, featuring Q&As for novices, detailed reviews of relevant legal documents, the latest anti-tax “super strategies,” and more—all in Schnepper’s classic legal-guerrilla style.
Download Description
As Jeff Schnepper says, "Estate taxes are voluntary. You only pay them if you haven't planned in advance." Modeled on the best-selling How to Pay Zero Taxes, this book shows how to limit, and possibly even omit costly estate-tax burdens-and covers subjects as broad as living wills, family limited partnerships, private annuities, GRITS, GRATS, GRUNTS, flower bonds, and more.
Product Description
Retirement Planning: Tax & Financial Strategies, Second Edition provides comprehensive, integrated coverage of all the fundamental questions regarding tax planning for retirement. It incorporates recent legislative developments, analyzes all the tax rules applicable to retirees, examines investment instruments and evaluates your client's alternatives.
Book Description
In response to market demand,
Principles of Taxation: Advanced Strategies, by Sally Jones and Shelley Rhoades-Catanach, was developed to provide coverage of advanced tax topics. This book is ideal for students who studied Principles of Taxation for Business and Investment Planning in their introductory tax course. The two textbooks provide an integrated two-semester sequence of topics that represent a complete educational package for tax students. Nevertheless, Advanced Strategies is written in a self-contained manner. While its approach is consistent with Principles, the technical content builds on knowledge that students should know from their introductory tax course, regardless of the textbook used. Advanced Strategies explores the tax consequences of many, sophisticated business, financial, and personal wealth-planning transactions.The discussion of tax issues emphasizes the development and implementation of strategies to make transactions as tax efficient as possible to all parties involved. Many of the tax strategies are analyzed in terms of their impact on net cash flows and on the income statements and balance sheets of the transacting parties.
Books:
- The 8th Habit: From Effectiveness to Greatness
- The Art of Project Management (Theory in Practice (O'Reilly))
- The Bible of Options Strategies: The Definitive Guide for Practical Trading Strategies
- The Bond Book: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More
- The Change Handbook: Group Methods for Shaping the Future
- The Change Monster: The Human Forces that Fuel or Foil Corporate Transformation and Change
- The Changing Sky: A Practical Guide to Predictive Astrology
- The Elegant Solution: Toyota's Formula for Mastering Innovation
- The Essays of Warren Buffett : Lessons for Corporate America
- The Executive Director's Survival Guide: Thriving as a Nonprofit Leader
Books Index
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3.5 stars.......2004-12-14
