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You are here > Home > Reading Lists & Books > Finance & Accounting > The Doctor's Wealth Preservation Guide

The Doctor's Wealth Preservation Guide, 5th Edition
Roccy DeFrancesco

Softcover, 331 pages
ISBN 1589300882
978-1589300880
Selah / TriArc Advisors
January 2008
(click the button below for the very best available price)

"The number one concern facing physicians today is what to do about runaway malpractice claims and high jury verdicts that could be potentially devastating."

The Doctor’s Wealth Preservation Guide was created as a practical guide to help physicians with:

  • Asset Protection – Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

  • Estate Planning – Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

  • Income Tax Reduction – Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

  • Financial Planning – Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

  • Office Management – Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

Roccy M. DeFrancesco, Jr. is the President of Financial Management Group, LLC (FMG) and one of three principals of TriArc Advisors, LLC. Prior to creating FMG and Joining TriArc Advisors, he worked as the Director of Operations for Bloomington Bone & Joint Clinic and as practicing attorney in SW Michigan and NW Indiana specializing in estate planning, business, real estate, personal injury and family law.

(information provided by the publisher)

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