Overview

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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9781968778002

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