Advisors seeking knowledge : a comprehensive guide to succession and estate planning.
https://www.nblawlib-bib.ca/link/catalog3809
- Responsibility
- Peter J. Merrick
- Editor
- Peter J. Merrick
- Location
- Markham, ON
- Publisher
- LexisNexis Canada Inc.©2013
- Publication Date
- 2013
- Language
- English
- Material Type
- Book
- Physical Description
- xlvi, 1179 pages.
- ISBN
- 978-0-433-46886-8
- Subjects
- Estate planning -- Canada.
- Family-owned business enterprises -- Succession -- Canada.
- Business enterprises -- Registration and transfer -- Canada.
- Financial planners.
- Contents
- Introduction Book One: The T.A.S.K. - The Trusted Advisor's Success Kit Part I: The Call of the Trusted Advisor Chapter 1: The Trusted Advisor's Challenge Chapter 2: Defining the Role of the Generalist Chapter 3: Generalists and Specialists: Unravelling the Mystery Chapter 4: What Makes the 21st Century Trusted Advisor Successful? Chapter 5: The "Fee-Only" Approach: The Cutting Edge in the United States - How U.S. Advisors Prosper Outside of Wall St. by Putting Clients First Chapter 6: Let's Talk About Your Evolution Chapter 7: Beyond the Financials - From Product to People Chapter 8: The Mind, Method and Manner of Leadership Chapter 9: The Generation Gap - Mentorship Is the Answer Part II: The Trusted Advisor's Unique Value Proposition Chapter 10: Collaboration and Building Sustainable Communities of Practice: When 1+1=11 or More Chapter 11: The Magic of Engagement Chapter 12: Defining Your Message in the New Medium Chapter 13: The "Write" Way to Defy Gravity and Move Your Financial Consulting Practice to the Top Chapter 14: Broadcast Views: How to Shine in the Media Spotlight Chapter 15: Keys to a Successful Website and the Ideal Process for Achieving It Chapter 16: Tapping into the Power of Relationships: The Evolution of Business/Consumer Interaction in Social Media Chapter 17: Delivering Effective Seminars Chapter 18: Dealing with Possible Objections and How to Present the ICE Solution! Book Two: The T.A.G.S. - The Trusted Advisor's Guide to Solutions Part I: Wealth Preservation and Succession Planning Chapter 19: Assembling a Multidisciplinary Team for Business Succession Planning Chapter 20: The Most Elusive Prize of All - $10 Trillion Chapter 21: Succeeding at Succession: The Exit Planning Specialist Chapter 22: Help Your Clients Unlock up to 74% of Their Business Value or Watch Them Lose It Chapter 23: The Nuts and Bolts of an Estate Freeze - Key Considerations Chapter 24: Shareholder Agreements Chapter 25: Business Exit Planning and Preparations - Critical Legal Considerations Chapter 26: Family Business Succession Planning - How to Be More Than a Tactical Practitioner Chapter 27: The Importance and Role of Business Valuations and Exit Planning Chapter 28: A Guide to Private Equity Chapter 29: Why Sale-Leasebacks? Chapter 30: How a Trusted Advisor Can Assist in Managing a Corporate Divorce Chapter 31: Going on a Treasure Hunt for Hidden Assets Chapter 32: The Wealthy Entrepreneur Part II: Family and Estate Wealth Distribution Considerations Chapter 33: Are You the Shoemaker? Chapter 34: Go Deeper for More Highly Satisfied Clients Chapter 35: Trusts - "Cain and Abel", "The Evil Stepmother" and "The Trustee You Can't Trust" Chapter 36: Family Law Chapter 37: Family Law: Trusts, Estate Freezes for Adult Children Can Backfire During Separation, Divorce Chapter 38: Financial Planning for Families with Special Needs Chapter 39: Down-to-Earth Advice Chapter 40: Modern Estate Planning - The High Price of Not Talking Chapter 41: Understanding and Resolving Estate Disputes Chapter 42: Talking to Your Parents About Wills Chapter 43: Do You as a Trusted Advisor Go the Extra Mile? Six Steps to Helping Survivors Handle Financial Decisions Alone! Part III: Philanthropy Chapter 44: Are You Building Philanthropy into Your Practice? Chapter 45: Charitable Giving from a Canadian Perspective Chapter 46: The Practice of Strategic Philanthropy: Engaging Your Soul While Transmitting Business Principles Chapter 47: Tax-Effective Strategies to Help Your Clients Give to Their Favourite Causes Chapter 48: Money and the Meaning of Life Part IV: Taxation, Accounting and Financial Planning Chapter 49: Preparation Is the Key to an Audit Chapter 50: Common Tax Mistakes in Estate Planning Chapter 51: Accounting 101 - Using Financial Statements [and] Accounting Techniques to Assist Your Clients Get the Greatest Return on Their Companies and Investments Chapter 52: Are You Interested in Learning New Tricks of the Trade? Chapter 53: A Tale of Two Dentists: Is It the Best of Times or the Worst of Times? Chapter 54: Canadians Writing Off Their Mortgages - How to Make Your Interest Payments on Your Mortgage Tax Deductible Part V: Personal Risk Management and Maximizing Estate Benefits Chapter 55: Get It While You Can - Life Insurance Might Lose a Lot of Its Lustre and It Has a Big Lustre Chapter 56: The ABCs of Personal Insurance Chapter 57: ABCs of Annuities - Cash for Life Chapter 58: The Last SANTA (Sanctioned Tax Shelter) Chapter 59: Underwriting the Life Insurance Whale Case Chapter 60: Fair Market Valuation of Life Insurance Chapter 61: ABCs of Structured Settlements Chapter 62: Corporate Debt Financing: Are You Being Called to Provide Expanded Expertise? Chapter 63: Private Health Services Plans: How Small Players Can Enjoy a Huge Tax Break Chapter 64: Premium Financed Life Insurance Chapter 65: Insurance Law Primer Chapter 66: Creditor Protection 101 Part VI: Money Truths Chapter 67: The Principles of Money Chapter 68: Real Wealth Management: A Practical Framework for Financial Recovery Chapter 69: Investment Philosophy Chapter 70: Investment Policy Statements, Asset Allocation and Regular Rebalancing of Portfolios Chapter 71: Indexing 101 Chapter 72: The "Safe Harbour" for Prudent Fiduciary Investing - How You Can Protect the Trustees You Advise from Unnecessary Risks, Costs and Taxes While Earning Capital Market Returns Chapter 73: Socially Responsible Investing: Not a New Investment Trend Chapter 74: The Immigrant Investor Program - A Great Opportunity Chapter 75: The 21st Century's Alternative to Investing in Stock and the Best Guaranteed Investment Chapter 76: Quirks and Quarks and Missed Money Opportunities Chapter 77: Dispelling the Myths of Borrowing to Invest Chapter 78: Is Your Client's Time Worth Saving: The Predicament for the Average Investor Chapter 79: Avoiding These Money Blunders Can Help You and Your Clients Achieve Financial Independence Part VII: Executive and Employee Benefits Chapter 80: Severance - Employer Obligations and Benefit Analysis Chapter 81: Capital Accumulation Plans - Making Individual Financial Plans a Core Employee Benefit Chapter 82: Individual Pension Plans (IPPs) 101 Chapter 83: Retirement Compensation Arrangements Chapter 84: The Modern Health and Dental Plan Chapter 85: Comparing 401(k)s with Group RRSPs Chapter 86: Key Person Insurance - Growth for the Advisor's Book of Business and Money-Saving Protection for Client Part VIII: Offshore Considerations Chapter 87: Choosing Your Offshore Tax Haven Chapter 88: The Canadian's Best Tax Haven? Considerable Tax Relief May Be Closer Than You Think! Chapter 89: Offshore Investing May Be More a Pandora's Box Than the Panacea Epilogue: Be the Master
- Notes
- Includes bibliographical references and index.
- Call Number
- KF 755 M47 2013
- Location
- Fredericton