<p>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.</p>

Wealth Preservation Planning: A "Team" Approach

Business & Money

Roccy DeFrancesco

Finance

The Wealth Preservation Institute

Practical guide to help with asset protection, estate planning, income tax reduction, financial planning and business management.

Wealth Preservation for the Affluent

Jr.; Roccy DeFrancesco Perry L. Smith

<p>This book is the authoritative guide to help physicians protect their assets from all creditors. All creditors means from negligence suits, but also from the IRS (income, capital gains and estate taxes), downturns in the stock market, long term care costs and more. There is no other book that has complete information to help physicians protect and grow their wealth. The book also has a chapter on how to better manage and run a medical clinic. This book was written by a former personal injury attorney who also spent three years as the Director of Operations of an orthopedic clinic.</p>

The Divorce Planning Guidebook: A Guide to: Plan Before Divorce, Thrive in a Contested Divorce, Secure Child Custody, Secure “Fair” Alimony and Property Settlement, and Financially Plan

Parenting & Relationships

M. DeFrancesco Sr JD, Roccy

M. DeFrancesco Jr JD, Roccy

Family Relationships

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Books by The Wealth Preservation Institute