In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps. Drawing on over fifty years' combined experience advising high-income, high-net worth clients, Westhem and Weissman offer proven strategies for minimizing the tax burden of investment earnings. Written in a clear, straightforward style and packed with practical examples, /ITax-Smart Investing/N is an indispensable guide for investment advisors, financial planners, accountants, and attorneys.

Tax-Smart Investing: Maximizing Your Client's Profits (A Marketplace Book)

Business & Money

Westhem, Andrew D.

Weissman, Stewart J.

Economics

wiley

Take control of your most important retirement assets 
Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. <ul>
<li>A complete guide to plan selection, investment, asset allocation, and distribution strategies</li> <li>Includes estate planning techniques for keeping the wealth in a family from one generation to the next</li> </ul>
Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.

Tax-Deferred Investing: Wealth Building and Wealth Transfer Strategies (Wiley Financial Advisor)

Marketplace Books

Grant, Cory C.

John Wiley&Sons, Inc.

Winning the Wealth Game: How to Keep Your Money in Your Family

Book by Andrew D. Westhem Donald J. Korn Andrew Westhem

Korn, Donald J.

Westhem, Andrew

Dearborn Financial Publishing

Offers tax-saving strategies; explains wills, trusts, estate taxes, and probate; and shows how to choose the best possible plan for transfer of wealth

Korn, Donald Jay

Rules & Procedures

Dearborn Trade Pub

Winning the Wealth Game

Elliott and James

Accumulating what's yours - an investment portfolio, a home, automobiles, retirement plans - is only half the battle. That's why this book is the essential follow-up to every other money book you've ever read. Chapter by chapter, this comprehensive guide to shielding personal wealth uses real life examples that detail precisely how to plan ahead and protect yourself.

Protecting What's Yours Post 9-11

Personal Finance

Hara Pub Group

A personal finance guide takes readers beyond the steps of asset accumulation with advice on maintaining personal wealth, offering plan-ahead strategies for plunderers, natural disasters, travel, medical emergencies, taxes, lawsuits, divorce, and death.

Protecting What's Yours: How to Safeguard Your Assets and Maintain Your Personal Wealth

Birch Lane Pr

Winning the Wealth Game: How to Keep Your Wealth in Your Family

Education & Reference

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Books by Westhem, Andrew D.