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Learn How Top Advisers Present Advanced Strategies to Help
Clients Minimize Income, Estate, and Other Taxes while Maximizing
Assets in Trusts for Retirement, Family, and Charities |
Mouse Over Squares to See Strategies |
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65 |
Installment Sale to a Non-Grantor Trust |
67 |
Preferred LLC |
55 |
Double Step-Up Planning |
63 |
Incentive Trust |
31 |
Sale to a Beneficiary Defective Trust |
69 |
QPRT |
99 |
Dynasty Trust |
57 |
EP Protection |
49 |
Grantor Retained Annuity Trust |
61 |
Zero Tax Estate Planning |
71 |
SLAT - Spousal Lifetime Access Trust |
59 |
Equity Stripping |
101 |
Sale of Partnership Interests to a Family Grantor Trust |
103 |
Tax-Efficient Squeeze Freeze |
133 |
Wealth Strategy Counseling |
147 |
Prenuptial |
151 |
Wealth Dashboard |
137 |
Family Wealth Blueprint |
141 |
Financial Checkup |
143 |
Value Proportion Letter |
121 |
Family Meetings |
131 |
Ethical Will |
43 |
Business Vision and Value Retreat |
135 |
Family legacy Video |
139 |
Family Wealth Statement |
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145 |
Optimized Portfolios |
105 |
Insurance as an Asset Class |
107 |
Oil and Gas |
97 |
Tax-Efficient Asset Management |
115 |
Equity Appreciation Sharing |
157 |
First Trust Deeds |
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37 |
Pooled Income Fund |
163 |
Conservation Easement |
51 |
Super CLAT |
53 |
Testamentary Charitable Lead Trust |
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149 |
Charitable Redemption |
35 |
Tax-Deductible Buy-Sell |
75 |
162 Plan |
79 |
Stock Option and NQDC Strategies |
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39 |
Captive Insurance Company |
41 |
ESOP |
19 |
Capital Split Dollar |
25 |
DING/NING Trust |
17 |
Business Income Tax Planning |
21 |
Captive Preferred LLC |
23 |
Cost Segregation Study |
161 |
Leveraged Captive Insurance Company |
27 |
Net Operating loss Strategy |
29 |
Intellectual Property Strategy |
77 |
Restricted Property Trust |
45 |
Charitable Remainder Trust |
33 |
Enhanced installment Sale |
47 |
Capital Grains Split Dollar |
111 |
Annuity Income Maximization |
153 |
High Cash Value Insurance |
155 |
Income Tax Diagnostic |
109 |
Retirement Rescue |
117 |
Family Retirement Account |
113 |
Defined Benefit Combo |
119 |
IRA Maximizer |
123 |
Roth IRA Conversion |
125 |
Stretch IRA Trust |
127 |
Statutory Retirement Rescue |
129 |
Tax-Sheltered Retirement Distribution LLC |
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13 |
Domestic Asset Protection Trust |
15 |
Offshore Trust |
83 |
Credit Shelter Trusts with Life Insurance |
93 |
Life Settlements |
95 |
Long-term Care Insurance |
73 |
Financed Indexed UL |
81 |
Capacity Capture |
85 |
Premium Financing |
87 |
Fixed Private Split Dollar |
89 |
Insurance Trust Review |
91 |
Insurance Warehousing |
159 |
Private Placement Life Insurance ("PPLI") |
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Click to Order the New 2016 Version Now
The 2016 version has 76 Strategy Flyers(up from 61) in 14 practice areas (up from 12 areas).
See the list here. The $200 price is discounted for past buyers:
- Print version: $75
- Electronic version: $25
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The Best Tools Resources Manual illustrates proven strategies in
thirteen areas of most concern to clients. This book helps advisers
understand, select, and explain ideas that can help clients generate
more tax efficient retirement income, increase transfers to beneficiaries,
and redirect tax savings to trust for favorite charities. These are
all strategies supported by IRS statutes and/or published tax court
rulings. Bravo, Tim!
Dave Holaday, ChFC, CAP,
Wealth Design Consultants, LLC
Tim is hands-down the smartest financial planner in the United
States when it comes to communicating advanced planning strategies
with illustrations understood by clients. Tim uses his skills as an
attorney and MBA to help advisers choose the best stragtegies for
clients, illustrate them clearly, and integrate them tax-efficiently.
Now Tim makes his wisdom and expertise available in a clear and
concise book, The Best Tools Resources Manual. Readers will be
extremely fortunate to have this TOTAL PACKAGE of
integrated relational and technical expertise.
Bill Lindsey,
MSFS, AEP, RFC
I have reviewed your Best Tools Resource Manual. What an accomplishment! Hats off to you.
Rick Harig, CFP®
Legacy Resources, Inc.
It is great seeing your strategy flyers applied to so many challenging client situations. You are the master.
Irving Katz
Family Business Coach
www.familybusinessauthority.com
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Below are Excerpts from Pages 1 and 2 of One of the 76 Flyers |
Page 1 (below) describes a typical client situation.
Page 2 (below) shows how the benefits of
implementing the strategy can be far greater than the costs. |
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How can you use this book
in your practice?
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This Book Equips Advisers to
Present Advanced Concepts
This book provides two-page strategy flyers
to explain 76 of the Best Planning Tools for
Asset Protection, Business Income, Business
Succession, Capital Gains, Charitable,
Estate, Executive Benefit, Insurance, Lifetime
Wealth Transfer, Portfolio, and Retirement
Income Planning Provided by Wealth
Strategy Counselors. Page one of each
strategy flyer includes a picture of a typical
client along with a case study and a summary
of the best prospective clients for the
strategy. Page 2 includes a bar chart, flow
chart, or other graphics to illustrate the
potential benefits available to a client who
implements the strategy. |
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ABOUT THE AUTHOR
Throughout his 38 year
career as a tax lawyer and
investment adviser, Tim has
developed and implemented
hundreds of Family Wealth
Blueprints to reduce taxes
while increasing retirement
income, enhancing transfers
to family members, and
augmenting charitable giving
potential. Tim teaches Best Tools Workshops for advisers interested in learning how
to integrate the most effective zero tax planning tools
into financial and estate plans. For a full list of Tim’s
publications and speaking engagements, visit
www.TimVoorhees.com.
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FOR MORE INFORMATION
The Best Tools Resource Manual can be licensed for $200. The $200
is refunded when an adviser refers a client who engages Matsen
Voorhees LLP for a $5,000 or greater engagement.
The license is
available at http://tinyurl.com/BTRMlicense
Please email a signed copy to info@vfos.com or
fax it to 866-447-7090.
For Tim's client-oriented book on zero tax planning,
please click on this image: |
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Matsen Voorhees LLP ("MV") its affiliates do not promote strategies that lack
substantial legal authority. All strategies included in this book are already widely
known and generally accepted by the legal community. Zero Tax Planning is
achieved by use of well-known philanthropic strategies such as revocable bequests,
charitable remainder trusts, charitable lead trusts, etc. Legal and investment advice
is given only according to terms of retainers with Tim Voorhees’ law firm and its
affiliated entities. Strategies in the book provide generic advice; personalized
planning sessions and webinars are available through www.WebinarCounsel.com.
Nothing in these materials is a recommendation or solicitation to buy or sell any
securities. U.S. Treasury Circular 230 requires that this firm advise you that any tax
advice is not intended or written to be used, and cannot be used by you, for the
purpose of avoiding penalties that the IRS could impose upon you. |
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