Wealth Preservation Planning: A "Team" Approach

This book is designed to help CPAs/accountants, attorneys, financial planners and insurance agents learn about advanced planning strategies on Asset Protection, Income Tax Reduction, Advanced Estate Planning and Financial Planning for the high income and/or high net worth client. The book not only helps advisors from a technical standpoint by teaching them new topics like Asset Protection, WealthBuilder Annuity, the Leverage Bonus Plan, VEBAs, Medicaid Planning, Life Settlements, Tax Liens and many more topics, but the book has two chapters covering why the best way to help clients is through a true team approach. $10 from the sale of each book will go to the National Society of Accountant's Scholarship Foundation.