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Charitable Planning

This course focuses on client based Charitable Planning; this means that the client will benefit and so will the charity in a win-win situation. Reduce capital gains, income tax, while receiving a lifetime income stream to the benefit of the family charity.

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Duration: 3 Weeks

Price: $26.95

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Test College financing is a wealth preservation/asset protection issue. Anyone, anything, or any entity that can take your money is a creditor. As most people know and as you will find out in this educational module, college expenses represent one of the largest creditors to parents who choose to pay for their children’s education and to the children themselves if their parents are not paying for it. For parents who choose to pay for some or all of their children’s college expenses, doing so will have a dramatic effect on their ability to fund for their own retirement.

Here are some of the many benefits to taking the Charitable Planning course. Get the foundation you need to become an expert now!

►Learn how charitable planning can be client focused

►Learn simplified planned giving

►Learn how to transition highly appreciated assets in a tax favorable manner

►Learn how charitable planning can create a guaranteed lifetime income

This course includes the following topics and much more!

Split Interest Gift Overview
Charitable Gift Annuities (CGA)
Charitable Remainder Trusts (CRT)
Program Comparisons
Donor Advised Funds
Charitable Lead Trusts
Private Foundations

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Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online

Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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