Capital Gains Exit Ramp - Softcover

Silk, Roger D

Softcover

ISBN 10: 1968778004 ISBN 13: 9781968778002

Publisher: Sterling Foundations Management, 2025

Synopsis

Capital Gains Exit Ramp is the latest book by Roger D. Silk, PHD which dives into trust-based solutions that can be used to better manage wealth, especially in the selling of appreciated assets.

Over the course of this book, you'll gain:

A Comprehensive Understanding of Trust Structures: Learn about the various types of trusts, their pros and cons, and the scenarios in which they are most effective.

Strategic Implementation: Discover how to integrate trusts into both income and estate tax planning for your clients, offering them unparalleled value and peace of mind.

Client Communication Skills: Acquire the language and confidence to discuss trusts with clients in a way that's easy for them to understand, fostering trust and clarity.

Case Studies and Real-Life Applications: See how other advisors have successfully implemented trust strategies to grow their practice and deepen client relationships.

Collaborative Techniques: Learn to work effectively with estate attorneys and tax professionals, ensuring seamless implementation for your clients.

Edition details

• Publisher: Sterling Foundations Management
• Publication date: 2025
• Language: English
• ISBN 10: 1968778004
• ISBN 13: 9781968778002
• Binding: Paperback
• Number of pages: 262
• Editor: Farrell John