Advising the 60+ Investor: Tax and Financial Planning Strategies
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  • Wiley

More About This Title Advising the 60+ Investor: Tax and Financial Planning Strategies

English

DARLENE SMITH is an associate professor of taxation and financial planning at West Texas A&M University. She is a CPA and has served as a tax manager at Peat Marwick.

DALE PULLIAM is a CPA and a former professor of accounting at West Texas A&M University.

HOLLAND TOLES is an assistant professor of finance at Southwest Texas State University

English

Financial Planning.

Pension and Annuity Income.

Social Security Issues.

Transfer of a Closely Held Business.

Estate Planning.

Marriage and Remarriage.

Miscellaneous Provisions.

Index.
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