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

by Joseph Casselli (Author), Paul Winn (Author) "It is important to realize the negative effects of taxation..." (more)
Key Phrases: planning from the heart, tentative tax base, lifetime net income, East Bronx Junior Athletic Club, Managing The Windfall, Max Lyle (more...)

4.0 out of 5 stars See all reviews (2 customer reviews)

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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.com Sales Rank: #1,472,561 in Books (See Bestsellers in Books)

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Inside This Book (learn more)

First Sentence:
It is important to realize the negative effects of taxation. Read the first page

Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
planning from the heart, tentative tax base, lifetime net income, federal capital gains tax rate, wealth replacement trust, current income tax deduction, charitable remainder trust, qualified plan assets, income payout, charitable income tax deduction, gifted asset, life insurance cost, income tax savings, adjusted gross estate, stock outright, spendable income, remainder beneficiary, charitable remainder annuity trust, estate analysis, charitable remainder unitrust, income beneficiary, state income tax rate, taxable estate, irrevocable life insurance trust, appreciated property

Key Phrases - Capitalized Phrases (CAPs): (learn more)
East Bronx Junior Athletic Club, Managing The Windfall, Max Lyle, Middle Ages, Pearson Charitable Family Foundation, Joe's Death, Qualified Other Retirement Assets Plan

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Citations (learn more)

This book cites 3 books:

Harnessing the Power of the Charitable Remainder Trust (6th Edition) by Marc D. Hoffman in Front Matter
Harnessing the Power of the Charitable Remainder Trust by Leland E. Hoffman, Jr. Marc D. Hoffman in Front Matter
Tools and Techniques of Estate Planning, 12th Edition by Leimberg on page 29

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Customer Reviews

2 Reviews

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4.0 out of 5 stars (2 customer reviews)

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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

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.

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

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

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.

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