Abstract
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.KeywordsCapital GainRetirement PlanMunicipal BondOrdinary IncomeStock Mutual FundThese keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.
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