Tax Alpha Solutions - Chancey, Matthew
30,99 €
inkl. MwSt.
Versandkostenfrei*
Versandfertig in über 4 Wochen
  • Gebundenes Buch

Today's financial industry caters to mainstream, middle income earners. And that's exactly why high-income taxpayers aren't always aware of their options. In his book, financial expert Matthew Chancey explains that certain products are only available to those who meet the established criteria for income and net worth. If you're a higher earner, you'll find there is much you can do--starting now--to plan for taxes and manage wealth over the long-term. In these pages, Chancey spells out terms including accredited investor, qualified investor, and qualified purchaser. He shares approaches that…mehr

Andere Kunden interessierten sich auch für
Produktbeschreibung
Today's financial industry caters to mainstream, middle income earners. And that's exactly why high-income taxpayers aren't always aware of their options. In his book, financial expert Matthew Chancey explains that certain products are only available to those who meet the established criteria for income and net worth. If you're a higher earner, you'll find there is much you can do--starting now--to plan for taxes and manage wealth over the long-term. In these pages, Chancey spells out terms including accredited investor, qualified investor, and qualified purchaser. He shares approaches that can be taken if a business or real estate is sold. He lists considerations to make for stock options, Roth conversions, capital gains, and international situations, along with tax planning opportunities that could lead to additional savings and benefits. Altogether readers will find eye-opening techniques that can change the trajectory of their wealth.
Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
Autorenporträt
MATTHEW CHANCEY, CFP is a certified financial planner who specializes in tax planning. He works with high net worth and high-income individuals to execute legal tax strategies. He helps investors discover ways to reduce taxes in the short-term. He also carries out comprehensive financial planning and investment management solutions to enable clients to keep more of their income over the long-term. Chancey works with high profile individuals and is a sought after expert in his field. He is regularly asked to speak at events and is invited to present at educational workshops. He has contributed to media outlets including The Wall Street Journal, Bloomberg, ABC, NBC, CBS, and Fox News, among others. Chancey is based in Tampa, Florida and engages with clients throughout the country and globe.