The Doctor's Wealth Preservation Guide ©
This book was created as a practical guide to help physicians with the following topics.
Ironically, more advisors have purchased the book than physicians. I suppose that makes some sense since there are many advisors to physician and they have few places to turn to learn the very important topics in this book.
To view the Table of Contents of the book, please click here.
—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.
What are people are saying about this book:
“The Doctor's Wealth Preservation Guide is the new physician’s financial bible. No physician should practice medicine without one.” Kathryn Serks from The American Academy of Physician and Surgeons.
“Roccy- A well--earned thanks for greatly simplifying my life with a much improved proper corporate structure.
A separate well-earned thanks for your expert yet understandable tax and asset protection planning. This will make a huge difference for my family.
And finally, I literally owe you my financial life, for helping me escape from Xelan.
Thank God I read your book.”
Tim Kriss
Neurosurgeon
Roccy DeFrancesco, Jr.Senior Advisor - JD, CWPPRoccy M. DeFrancesco, Jr., JD,CWPP
As creator, author and professor of the Certified Wealth Preservation Planner, CWPP Course, Roccy specializes in the following topics.
Creator of the Following Financial Tools and Techniques
Home Equity Acceleration Plan, HEAP
C.A.L.M Analysis, Comprehensive Analysis for Liability Management
Certified Wealth Preservation Planner, CWPP
Wealth Preservation Planning (editor) by the National Association of Accountants
Roccy is the well-published and recognized author of the following books.
Home Equity Management Guidebook
How to Achieve Maximum Wealth with Maximum Security
The Doctor's Guide to Wealth Preservation
Wealth Preservation Planning
Roccy DeFrancesco's Educational Background
Bachelor of Science Degree, Embry Riddle Aeronautical University
Doctorate of Jurisprudence, Valparaiso University
Awards and Honors
Bar Certified in Indiana and Michigan
Co Founder of the Asset Protection Society
Read More About Roccy M. DeFrancesco, Jr., JD,CWPP
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.
Roccy is the Author of The Doctor's Wealth Preservation Guide and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.
He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.
He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.
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