Financial Secrets for the Man of Means
The more affluent business owner needs to graduate from the mass marketing campaigns of the largest financial vendors to one of a client-centered approach utilizing enlightened financial advisors. The well-educated and enlightened advisors to America's largest corporations and the mega-wealthy know these secrets well. These advisors have known these so-called secrets for many years, and unfortunately few others have learned what a a€œMan of Meansa€? can do to produce more and protect and preserve the harvest. With this book, Scott Farmer allows the more affluent businessman to take advantage of these a€œsecretsa€? that have previously only been known to the Fortune 500 corporations so that they can reduce taxes and protect and preserve their assets.
What people are saying - Write a review
We haven't found any reviews in the usual places.
Getting More Money to Your Heirs
19 other sections not shown
ABC LLC accounts receivable accredited investor allows alternative investments asset protection attorneys benchmark bucket business owner capital gains captive insurance company Cash Balance Plan cash flow Chapter charity client compensation contributions corporation costs coverage DB plan deferred Dick distributions dollars drilling earn employees enlightened advisors equity ESOP estate planning estate taxes ETFs exchange exit plan federal fees future gifting Health Reimbursement Arrangement hedge funds heirs incentive income individual interest issues journal leasing leverage liability limit loan look lots method money manager mutual fund opportunities options paid partnership potential premium purchase put options qualified Qualified Intermediary real estate retirement plans returns royalty secured sell SEP IRA shares SIMPLE IRA strategy structure tax deduction tax efficient tax rate tax-free taxable trust utilized VEBA vendors