『Asset Protection and Tax Planning』のカバーアート

Asset Protection and Tax Planning

Asset Protection and Tax Planning

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 Asset protection is an important strategy to make sure your assets can be kept in case of legal actions. Keith and David discuss ways this can and should be done, as well as various tax strategies such as direct indexing and donating appreciated stock, as well as Roth conversions and private placement life insurance. In an extra segment, Keith talks with Ziv Tamir, a local dealer specializing in obtaining hard to find luxury watches.

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