Income Tax Planning and Management

  • Keith R. Fevurly


Now that we have discussed how to use the PADD process to protect and accumulate your wealth, we move on to the defense or preservation of that wealth. Specifically, Chapter 12 focuses on income tax planning and management, with subsequent chapters addressing transfer tax (gift and estate tax) planning and life events that threaten wealth, such as divorce or loss of a job.


Capital Gain Retirement Plan Municipal Bond Ordinary Income Stock Mutual Fund 
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Copyright information

© Keith R. Fevurly 2013

Authors and Affiliations

  • Keith R. Fevurly
    • 1
  1. 1.COUSA

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