Capital Gains Exit Ramp
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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...
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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