Title Details

Michael B. Kennedy is a Personal Financial Services Partner in PricewaterhouseCoopers Private Company Services Practice, which provides comprehensive financial planning services to high-net-worth individuals, corporate executives, business owners, and entrepreneurs. Michael has been with the firm for more than 31 years. Michael is a CPA and member of the American, Pennsylvania, and New Jersey Institutes of Certified Public Accountants and holds the Personal Financial Specialist designation. He has both a BS in Economics and an MBA from Rider University. Michael is an adjunct member of the Villanova University Graduate Tax Program. He is a member of the board of trustees of Rider University and has been honored by his alma mater with a lifetime achievement award from the School of Business.

Mark T. Nash is a Personal Financial Services Partner in PricewaterhouseCoopers Private Company Services Practice in Dallas. He has over 20 years of experience in the areas of individual, estate, gift and trust tax compliance and planning. His professional practice deals extensively with high-net-worth individuals and family groups, closely held businesses and corporate executives. His clients have included “C-suite” executives at Fortune 500 companies as well as several individuals on the Forbes list of wealthiest Americans. Mark holds a BS in Commerce from the University of Virginia, and Masters degrees from Southwestern Baptist Theological Seminary and Oxford University. He is a member of the American Institute of Certified Public Accountants, the Texas Society of CPAs, and the Dallas Estate Planning Council. Mark is also a CERTIFIED FINANCIAL PLANNER™ and holds the AICPA Personal Financial Planning Specialist designation.

Brittney B. Saks is a Personal Financial Services Partner inPricewaterhouseCoopers Private Company Services Practice in Chicago. Brittney has provided income, trust and estate tax consulting and compliance services, which include compensation, investment, business succession, charitable giving, and retirement planning strategies to business owners, corporate executives, and wealthy families for the past 16 years. Most of Brittney’s time is spent working with high-net-worth family tax and financial planning issues, both from a consulting and from a compliance perspective. She is the lead engagement partner on some of the largest and most complex family office clients in Chicago. Brittney received both the Personal Financial Specialist accreditation as well as the Certified Public Accountant designation. She has a BS in Accounting from the University of Illinois at Urbana-Champaign, where she graduated with highest honors, and a Masters in Taxation from DePaul University, where she received special distinction. She is a member of the AICPA (Tax and Personal Financial Planning Division) and the Illinois CPA Society. Brittney is currently serving a three-year term on the AICPA Executive Personal Financial Planning committee.

Introduction.

About PricewaterhouseCoopers.

How to Use This Book.

Let's Get Started.

Tax Law Changes and Financial Planning.

Chapter 1. What Tax Changes Apply in 2007?

Chapter 2. Investments and Stock Options.

Chapter 3. Retirement Planning.

Chapter 4. Tax Advantages of Home Ownership.

Chapter 5. How to Maximize Savings for Education.

Chapter 6. Account-Based Health-Care Arrangements.

Chapter 7. Estate Planning Ideas.

Chapter 8. Charitable Giving.

Year-End Tax Savings Strategies.

Chapter 9. Quick Planning Guide.

Chapter 10. Accelerating Deductions.

Chapter 11. Deferring Income.

Chapter 12. Alternative Minimum Tax.

Chapter 13. Year-End Planning for Business Owners.

A Nuts and Bolts Review.

Chapter 14. Fundamental Tax Concepts.

About the Authors.

Index.