Advising the 60+ Investor: Tax and Financial Planning Strategies
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More About This Title Advising the 60+ Investor: Tax and Financial Planning Strategies
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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.
Pension and Annuity Income.
Social Security Issues.
Transfer of a Closely Held Business.
Estate Planning.
Marriage and Remarriage.
Miscellaneous Provisions.
Index.
