Best Tools Resource Manual
Learn How Top Advisers Present Advanced Strategies to Help
Clients Minimize Income, Estate, and Other Taxes while Maximizing
Assets in Trusts for Retirement, Family, and Charities

Mouse Over Squares to See Strategies
65 Installment Sale to a Non-Grantor Trust
67 Preferred LLC
55 Double Step-Up Planning
63 Incentive Trust
31 Sale to a Beneficiary Defective Trust
69 QPRT
99 Dynasty Trust
57 EP Protection
49 Grantor Retained Annuity Trust
61 Zero Tax Estate Planning
71 SLAT - Spousal Lifetime Access Trust
59 Equity Stripping
101 Sale of Partnership Interests to a Family Grantor Trust
103 Tax-Efficient Squeeze Freeze
133 Wealth Strategy Counseling
147 Prenuptial
151 Wealth Dashboard
137 Family Wealth Blueprint
141 Financial Checkup
143 Value Proportion Letter
121 Family Meetings
131 Ethical Will
43 Business Vision and Value Retreat
135 Family legacy Video
139 Family Wealth Statement
145 Optimized Portfolios
105 Insurance as an Asset Class
107 Oil and Gas
97 Tax-Efficient Asset Management
115 Equity Appreciation Sharing
157 First Trust Deeds
37 Charitable LLC
163 Conservation Easement
51 Super CLAT
53 Testamentary Charitable Lead Trust
149 Charitable Redemption
35 Tax-Deductible Buy-Sell
75 162 Plan
79 Stock Option and NQDC Strategies
39 Captive Insurance Company
41 ESOP
19 Capital Split Dollar
25 DING/NING Trust
17 Business Income Tax Planning
21 Captive Preferred LLC
23 Cost Segregation Study
161 Leveraged Captive Insurance Company
27 Net Operating loss Strategy
29 Intellectual Property Strategy
77 Restricted Property Trust
45 Charitable Remainder Trust
33 Enhanced installment Sale
47 Capital Grains Split Dollar
111 Annuity Income Maximization
153 High Cash Value Insurance
155 Income Tax Diagnostic
109 Retirement Rescue
117 Family Retirement Account
113 Defined Benefit Combo
119 IRA Maximizer
123 Roth IRA Conversion
125 Stretch IRA Trust
127 Statutory Retirement Rescue
129 Tax-Sheltered Retirement Distribution LLC
13 Domestic Asset Protection Trust
15 Offshore Trust
83 Credit Shelter Trusts with Life Insurance
93 Life Settlements
95 Long-term Care Insurance
73 Financed Indexed UL
81 Capacity Capture
85 Premium Financing
87 Fixed Private Split Dollar
89 Insurance Trust Review
91 Insurance Warehousing
159 Private Placement Life Insurance ("PPLI")

Click to Order the New 2016 Version Now

The 2016 version has 76 Strategy Flyers(up from 61) in 14 practice areas (up from 12 areas).
See the list here. The $200 price is discounted for past buyers:
  1. Print version: $75
  2. Electronic version: $25
The Best Tools Resources Manual illustrates proven strategies in thirteen areas of most concern to clients. This book helps advisers understand, select, and explain ideas that can help clients generate more tax efficient retirement income, increase transfers to beneficiaries, and redirect tax savings to trust for favorite charities. These are all strategies supported by IRS statutes and/or published tax court rulings. Bravo, Tim!
Dave Holaday, ChFC, CAP,
Wealth Design Consultants, LLC



Tim is hands-down the smartest financial planner in the United States when it comes to communicating advanced planning strategies with illustrations understood by clients. Tim uses his skills as an attorney and MBA to help advisers choose the best stragtegies for clients, illustrate them clearly, and integrate them tax-efficiently. Now Tim makes his wisdom and expertise available in a clear and concise book, The Best Tools Resources Manual. Readers will be extremely fortunate to have this TOTAL PACKAGE of integrated relational and technical expertise.
Bill Lindsey,
MSFS, AEP, RFC



I have reviewed your Best Tools Resource Manual. What an accomplishment! Hats off to you.
Rick Harig, CFP®
Legacy Resources, Inc.



It is great seeing your strategy flyers applied to so many challenging client situations. You are the master.
Irving Katz
Family Business Coach
www.familybusinessauthority.com

 
Below are Excerpts from Pages 1 and 2 of One of the 76 Flyers
Page 1 (below) describes a typical client situation.
Page 2 (below) shows how the benefits of implementing the strategy can be far greater than the costs.
How can you use this book
in your practice?


This Book Equips Advisers to
Present Advanced Concepts


This book provides two-page strategy flyers to explain 76 of the Best Planning Tools for Asset Protection, Business Income, Business Succession, Capital Gains, Charitable, Estate, Executive Benefit, Insurance, Lifetime Wealth Transfer, Portfolio, and Retirement Income Planning Provided by Wealth Strategy Counselors. Page one of each strategy flyer includes a picture of a typical client along with a case study and a summary of the best prospective clients for the strategy. Page 2 includes a bar chart, flow chart, or other graphics to illustrate the potential benefits available to a client who implements the strategy.
ABOUT THE AUTHOR

Throughout his 38 year career as a tax lawyer and investment adviser, Tim has developed and implemented hundreds of Family Wealth Blueprints to reduce taxes while increasing retirement income, enhancing transfers to family members, and augmenting charitable giving potential. Tim teaches Best Tools Workshops for advisers interested in learning how to integrate the most effective zero tax planning tools into financial and estate plans. For a full list of Tim’s publications and speaking engagements, visit www.TimVoorhees.com.

FOR MORE INFORMATION

The Best Tools Resource Manual can be licensed for $200. The $200 is refunded when an adviser refers a client who engages Matsen Voorhees LLP for a $5,000 or greater engagement.

The license is available at http://tinyurl.com/BTRMlicense

Please email a signed copy to info@vfos.com or
fax it to 866-447-7090.

For Tim's client-oriented book on zero tax planning,
please click on this image:
Matsen Voorhees LLP ("MV") its affiliates do not promote strategies that lack substantial legal authority. All strategies included in this book are already widely known and generally accepted by the legal community. Zero Tax Planning is achieved by use of well-known philanthropic strategies such as revocable bequests, charitable remainder trusts, charitable lead trusts, etc. Legal and investment advice is given only according to terms of retainers with Tim Voorhees’ law firm and its affiliated entities. Strategies in the book provide generic advice; personalized planning sessions and webinars are available through www.WebinarCounsel.com. Nothing in these materials is a recommendation or solicitation to buy or sell any securities. U.S. Treasury Circular 230 requires that this firm advise you that any tax advice is not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.