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Capital Gains Exit Ramp by Silk, Roger D.

Capital Gains Exit Ramp

by Roger D. Silk , John Farrell
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Book cover type: Paperback
  • ISBN13: 9781968778002
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Sterling Foundations Management
  • Publisher Imprint: Sterling Foundations Management
  • Publication Date:
  • Pages: 262
  • Original Price: GBP 14.99
  • Language: English
  • Edition: N/A
  • Item Weight: 354 grams
  • BISAC Subject(s): Personal Finance / Taxation

Capital Gains Exit Ramp is the latest book by Roger D. Silk, PHD which dives into trust-based solutions that can be used to better manage wealth, especially in the selling of appreciated assets.

Over the course of this book, you'll gain:

A Comprehensive Understanding of Trust Structures: Learn about the various types of trusts, their pros and cons, and the scenarios in which they are most effective.

Strategic Implementation: Discover how to integrate trusts into both income and estate tax planning for your clients, offering them unparalleled value and peace of mind.

Client Communication Skills: Acquire the language and confidence to discuss trusts with clients in a way that's easy for them to understand, fostering trust and clarity.

Case Studies and Real-Life Applications: See how other advisors have successfully implemented trust strategies to grow their practice and deepen client relationships.

Collaborative Techniques: Learn to work effectively with estate attorneys and tax professionals, ensuring seamless implementation for your clients.

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