PPT-304436 12/16 Wealth planning strategies

for business owners Areas of focus today Tax considerations Shielding assets from potential creditors Planning for succession Saving for retirement Tax considerations Tax deduction for business owners. Dean Catalano joined . Wells . Fargo Private Bank in 2011 . and is currently a Wealth Advisor with the Wealth Management Group. Dean is responsible for advising affluent individuals and families on a broad range of wealth . By: Mr. Moore using contributions by Susan Pojer . High School of Economics & Finance NYC, NY. Why Did Europe Follow The Psychology of Limited Wealth?. Changes in population. Practices in agriculture and industry. Abena D. Oduro, University of Ghana. Carmen Diana Deere, University of Florida. Zachary . Catanzarite. , University of Florida. Prepared for the . World Bank Workshop on Gender and Assets. June 14 2012. Zafer ulgez, DMS. Derivatives Markets Specialist, CSI, Canada, 2010. CFA program completed, CFA Institute, 2012. Financial advisor, Industriell Alliance, Canada, . 2009-2010. Trader (NYSE, CME, ICE) 2010-2013. Words related to wealth or the lack of it are commonly used in the world of business and the media. The details of economic events and financial transactions are important for everyone to comprehend. The words in this lesson will help you understand wealth-related issues.. Daniel Waldenström. Uppsala University. Winter School. in Inequality and Social Welfare, Canazei, 2012. 1. Outline of talk. Introduction: Role of wealth in inequality trends. Wealth concentration over the path of development. Douglas . Orr, Ph.D., . Economics. City College of San . Francisco. dorr@ccsf.edu. The primary goal of any capitalist is the accumulation of capital (wealth).. This can be done through the exploitation of labor in the process of production.. Planning strategies to . connect. with the . next generation. Topics for today. Opportunity and obstacles with intergenerational wealth transfer. Keys to developing a family-focused practice. Financial planning strategies to . Topics for today. 1.. Key provisions of the new law. 2. . Planning considerations and strategies. Key provisions. Highlights of the new tax law. Lower marginal tax rates for individuals, estates, and businesses. Causes and Consequences. Eshragh Motahar. Fall 2016. Introduction. What do we mean by inequality. Income (pre-tax, post-tax), Wealth. Is it inevitable. Historical context. What is new?. Why should we care about it . Today’s roadmap . Who is Bread for the World?. Opening Activity. Scope of Hunger and Poverty in America. Racial Wealth Gap Learning Simulation. Large Group Discussion. Who is Bread for the World?. Bread for the World . PART 1 Sustainable Business Development for CPAs: Integrating Comprehensive Wealth Management Services I n sert Firm Name and Program Name Welcome The Sustainable Business Series- CPAs [Insert your background, your credentials - list 3 or four items about yourself] Causes and Consequences. Eshragh Motahar. Fall 2016. Introduction. What do we mean by inequality. Income (pre-tax, post-tax), Wealth. Is it inevitable. Historical context. What is new?. Why should we care about it . 2. 1 . in 9 people in the world regularly go hungry. . . (1). 1 in 9 people in the world don’t have clean water to drink. . . (2). 24% of the wealth in the UK is possessed by the richest 1% of people.