Wealth management news May 2011

Wealth management

Tax Reduction Strategies Through Direct Participation Programs

As CPA wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning. Although tax planning incorporates traditional tax reduction strategies, such as use of IRAs, 401(k)s and tax-free investments, the real power of tax planning comes in the utilization of tax reduction tools inherent in direct participation programs (DPPs).
Wealth management

Sustainable Income Solutions

Harold "Skip" Briggs, partner and managing director of Bentley Wealth Advisors, LLC, a registered investment adviser and tax-centric wealth management firm that is partnered with DiSanto, Priest & Co., and Wealth Management Solutions in Rhode Island, was recently interviewed about his wealth management practice and what he is doing to help his clients retire with dignity.
Wealth management

CPA Wealthcare - From Success To Significance

If it desires, the CPA profession can rapidly become the dominant provider of comprehensive high-profit wealth management and financial planning services in the U.S. to the 15 million American households who comprise two significant market segment classifications—the emerging affluent and affluent families, or roughly 12 percent of the 120 million American households that make up more than 75 percent of America’s financial wealth.
Wealth management

Number of U.S. millionaires expected to double before end of decade

A new report from the Deloitte Center for Financial Services suggests the total wealth among millionaire households could more than double over the next decade in 25 major economies, growing from an estimated $92 trillion this year to $202 trillion in 2020.

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