Tax Planning from the Heart: Increase Income, Reduce Taxes and Benefit Your Favorite Charity [Hardcover]

Joseph Casselli (Author), Paul Winn (Author)

Product Details

• Hardcover: 160 pages
• Publisher: Ten Speed Press (October 1, 1998)
• Language: English
• ISBN-10: 1580080472
• ISBN-13: 978-1580080477
• Product Dimensions: 9.1 x 5.9 x 0.7 inches
• Shipping Weight: 12.8 ounces
• Average Customer Review: 4.0 out of 5 stars  See all reviews (2 customer reviews)
• Amazon Best Sellers Rank: #2,296,441 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

8 of 8 people found the following review helpful:

4.0 out of 5 stars Good Place to Start, April 14, 2000

By A Customer

This review is from: Tax Planning from the Heart: Increase Income, Reduce Taxes and Benefit Your Favorite Charity (Hardcover)

The book is for people who are new to the concept of Charitable Remainder Trust (CRT) or need a quick refresher. The book does an excellent job describing the fundamentals of CRT and gives numerous hypothetical scenarios in which this method of financial planning would be beneficial. Although rather simplified, each scenario is illustrated with $ comparisons of Assets, Cash flow, and Estate tax, with and without the use of CRT. (This comparison got a bit tedious towards the end.) The book also contains a short glossary for reference. As with any beginner book on a highly technical and complex subject, the reader is left with more questions than he/she had started with. A good beginner book answers most of the questions that the reader started with and elevates the reader's curiosity to seek answers to a more refined set of questions. I believe this book has been successful in accomplishing that.

4.0 out of 5 stars The book is okay, July 20, 2000

By 

Erin Jew (Sunnyvale, CA United States) - See all my reviews

This review is from: Tax Planning from the Heart: Increase Income, Reduce Taxes and Benefit Your Favorite Charity (Hardcover)

The author presents his opinion that paying taxes is bad, and giving to charity is good. There are some techinical details on tax planning, but they seem to be too complex for the beginner and too easy for people who know about tax planning already. If you have a novice understanding of tax planning already, this could be a good book to fill in any gaps.