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Tax Planning
Principles of Taxation for Business and Investment Planning
Sally M. Jones
The book of choice for many Certified Financial Planner (CFP) courses.
Advising the 60+ Investor: Tax and Financial Planning Strategies
Darlene Smith, Dale Pulliam and Holland Tolles
A must for every planner's library, focusing on financial and Internal Revenue Code issues facing retired or soon-to-be retired clients.
The Best Way to Save for College: A Complete Guide to Section 529 Plans
Joseph Hurley
This is the best coverage on the pre-paid tuition and tax advantaged savings plans that states have established for college. Best of all, the book is supplemented by updates on the author's website.
Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers
John Train, Thomas A. Melfe
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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
Always consult an attorney and/or investment advisor when building and protecting your wealth.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
20 North Wacker Drive, Suite 2900, Chicago, Illinois 60606
Telephone: 312-621-4400 | Fax: 312-621-0268
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