Zero Tax Planning involves the integration of proven charitable and non-charitable tools. Such planning can help most taxpayers minimize taxes, improve lifetime income, increase transfers to family members, and augment charitable giving potential. This book reveals a time-tested process used to implement hundreds of zero tax plans while helping clients identify more planning resources, crystallize their purpose statements, unite their advisers, clarify their values, select and customize the best planning tools, and prepare heirs to perpetuate a meaningful legacy. The final chapters share practical case studies. Appendices summarize the most common tools, services, adviser roles, and planning questions.•See more customer reviews at www.ZeroTaxCounsel.com.•The book has been updated as of 3/15/2014 to clarify benefits available under the new 2013 and 2014 provisions in the Internal Revenue Code. Email info@vfos.com for information about free updates.
