Handbuch der Seniorenberatung: Umfassendes Beraterwissen zu Vermgensnachfolge und Vorsorge (Handbcher fr die Beratungspraxis)

Zielgerichtete Gestaltungsberatung fr die Generation 50+? Die sogenannten Best Ager als Zielgruppe der Gestaltungsberatung erffnen dem Berater ohne aufwndige Akquise basierend auf gewachsenen Mandantenbeziehungen ein weites Geschftsfeld. Dieses Beratungspotential zu erschlieen erfordert zumeist eine individuelle und mageschneiderte Beratung die neben der Kenntnis der individuellen Situation des Mandanten umfassendes Beraterwissen zu Vermgensnachfolge und Vorsorge erfordert. Mit einer Vielzahl von Praxishinweisen sowie Beratungsvorlagen und Arbeitshilfen eingebettet in eine umfassende Darstellung der steuerlichen und rechtlichen Aspekte sowie der Gestaltungsoptionen ist dieses Handbuch der Seniorenberatung der ideale Begleiter bei der Entwickelung der optimalen Lsung fr den Mandanten. Inhaltsverzeichnis: Einleitung Die Beratung von Senioren als Wachtumsmarkt. Die MItspieler bei der rechtlichen und steuerlichen Seniorenberatung. Ansprache des Themas Seniorenberatung. Eigentum und Vermgen. Eigentum. Vermgensarten und Funktionen Negatives Vermgen. Eheliches Gterrecht - Grundlagen. Vermgensherkunft. Vermgensbertragung und Nachfolgeplanung unter Bercksichtigung steuerlicher und rechtlicher Erwgungen Vorberlegungen. Vermgensbertragung zu Lebzeiten. Vermgensbertagung von Todes wegen. Familienstiftungen als nachfolgemodell. Rechtliche Aspekte bei der Vermgensbertragung und Nachfolgeplanung. Liquidittsplanung bei der Vermgensbertragung und Nachfolgeplanung. Rechtliche und steuerliche Aspekte der Vorsorge Sicherstellung der Handlungsfhigkeit. Pfelgefall und Pflegeversicherung. Grundstzliche Altersvorsorgeprodukte und deren Besteuerung. Liquidittsplan.

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The key to successfully starting any matter is a fine matter plan. In his ebook, Handbuch der Seniorenberatung: Umfassendes Beraterwissen zu Vermgensnachfolge und Vorsorge (Handbcher fr die Beratungspraxis), Mike Elia walks you through the matter plot process step-by-step: from addition the evidence youll use to build your plot to delivering your plot to approved investors.

His stamp album provides the basic guidance you obsession to write a matter plan. But its genuine focus is revealing how to communicate your plot to investors and persuade them that your matter is their best investment choice.

When I first opened matter plot Secrets Revealed, my heart sank. You see, I had promised Mike I would retrieve his stamp album utterly past writing a review. And matter plot Secrets Revealed is no dull ebook later than one sentence paragraphs, large fonts and hefty margins. Its crammed full of information!

But as I began to read, I was in a friendly way surprised. Mikes writing style is interesting and practical, and his explanations simplify difficult concepts. Throughout the book, I felt as though a pal was sitting later than me on the incite porch, matter-of-factly explaining exactly how to reach something. Its the nice of easy practicality that you can attain unaided later than you abundantly understand a subject.

Mikes sure bargain of matter planning concepts results from experience spanning more than 20 years. Mike helps matter owners buy, sell and finance their businesses. He has overseen manufacturing and sales locations in more than nine countries. He is a CPA, holds a Masters in matter Administration, and has served as Chief Financial superintendent of two publicly held companies.

Business plot Secrets Revealed starts later than tips for collecting and organizing the guidance youll need. From the beginning, Mike concentrates on overcoming your biggest single challengebridging the trailblazer confidence gap. In the chapter Show Me the Numbers, Mike provides some of the clearest explanations of matter financial statements that Ive ever retrieve If concepts later than stockholders equity or statements of cash flow make your eyes glaze over, next your salvation has arrived.

Later chapters of matter plot Secrets Revealed essentially concentrate on on Mikes bargain to incite you communicate your matter plot effectively. There are resolution instructions on writing your matter plan, including how to acquire your plot opened and read, and how to avoid nine common writing mistakes. He explains how choosing the right design can make your matter plot easier to read. Mike wraps things taking place by telling you how to prepare for necessary face-to-face mature later than investors, including developing a 60-second, to-the-point, verbal arena for your business. Tips on finding investors and a resources section resolution the book.

I must say yes that several mature as I was reading, I would ask myself, Do I essentially obsession this much matter plan? This is not a fill-in-the-blanks-and-print-it-out matter plot solution. But next I realizedif Im earsplitting more or less succeeding, next I reach obsession to know as much as attainable more or less my matter taking place front. past Ive started spending money. past I put myself on the stock out in the market.

By the way, I did make it through the cumulative book. And I declared that Mike delivers what he promises on the title page: he teaches you how to quickly gather together evidence, build a conflict for your business, and write a readable plot that attracts investors and makes your matter the most enthralling investment choice. Even if you already own other matter planning resources, I intensely recommend matter plot Secrets Revealed