Appreciated Asset Wealth Transfer Strategies - Kelly Kidwell
Discover how to use the Appreciated Wealth Transfer Strategy to:
* Avoid Capital Gain tax on significant assets
* Create current year income tax deduction
* Maximize wealth transfer & mitigate gift tax
* Maintain control of assets and business
* Protect assets from creditors/predators
* Leverage life insurance premiums Redirect to charity what might have been lost to tax
To review the slide set companion for this audio, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 48 min, 57 sec
* Avoid Capital Gain tax on significant assets
* Create current year income tax deduction
* Maximize wealth transfer & mitigate gift tax
* Maintain control of assets and business
* Protect assets from creditors/predators
* Leverage life insurance premiums Redirect to charity what might have been lost to tax
To review the slide set companion for this audio, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 48 min, 57 sec
Our price: $45.00
Arbitrage with Premium Financed Escalating G-CLATs - Kelly Kidwell
Join us in this APN Advanced Market Strategy Webinar where members learn unique and powerful strategies for helping high net-worth clients with wealth transfer, income tax deductions, asset protection, and control. In this session titled "Arbitrage with Premium Financed Escalating G-CLAT," join our panelist Kelly Kidwell as we discuss strategies for:
* Creating significant current income tax deduction to offset recognition.
* Maximize wealth transfer and mitigate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax.
For the Slide Set companion for this presentation, see Arbitrage with Premium Financed Escalating G-CLATs (also found under Authors of Success - Kelly Kidwell).
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
NON-MEMBER PRICE FOR THIS PRODUCT IS $35
MEMBER PRICE FOR THIS PRODUCT IS$35 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 39 min, 55 sec
* Creating significant current income tax deduction to offset recognition.
* Maximize wealth transfer and mitigate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax.
For the Slide Set companion for this presentation, see Arbitrage with Premium Financed Escalating G-CLATs (also found under Authors of Success - Kelly Kidwell).
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
NON-MEMBER PRICE FOR THIS PRODUCT IS $35
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 39 min, 55 sec
Our price: $35.00
Diminishing Liability of Retirement - Kelly Kidwell
What does it mean to be wealthy? Seems obvious at first reflection, yet your clients and you may be surprised how few people have an answer of what it means to live a life of wealth. In this talk (slide set, video) our founding Author of Success shares one of his trademark narratives with the Advanced Practice Network (APN). This talk enables advisors to establish conversations of philosophy and wealth with their clients. Mr. Kidwell introduces the Diminishing Liability of Retirement™ as an alternative approach to the conventional wisdom of the Capital at Work model of financial planning. Learn how sufficiency and surplus affect financial strategy, situational awareness, and the flaw of averages. Use these narratives to open new conversation with clients that help them design strategies with you that fulfill their fullest ambitions of wealth.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 59 min, 32 sec
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 59 min, 32 sec
Our price: $45.00
Succeeding in a Recession - Kelly Kidwell
Discover how to use the Appreciated Wealth Transfer Strategy to:
* Create significant current income tax deduction to offset recognition
* Maximize wealth transfer & migrate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
To review the audio companion for this slide set, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS$45 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 53 min, 57 sec
* Create significant current income tax deduction to offset recognition
* Maximize wealth transfer & migrate gift tax
* Maintain control of assets
* Protect assets from creditors/predators
* Leverage life insurance premiums
* Redirect to charity what might have been lost to tax
To review the audio companion for this slide set, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 53 min, 57 sec
Our price: $45.00
EDU & Resources
