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

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 beneficia-ries, 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

Page 1 (below) describes a typical client situation. Page 2 (below) shows how the benefits of implenting the strategy can be far greater than the costs.

Below are Excerpts from Pages 1 and 2 of One of the 61 Flyers

Best Tools Resource Manual

Page 1 Page 2

This Book Equips Advisers to Present Advanced Concepts

This book provides two-page strategy flyers to explain 61 of the Best Planning Tools for Asset Protection, Business Income, Busi-ness Succession, Capital Gains, Charitable, Estate, Executive Benefit, Insurance, Life-time Wealth Transfer, Portfolio, and Retire-ment 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 summa-ry 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.

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://vfos.com/webdocs/License_Book__BestToolsRe-sourceManual2013C.pdf. Please email a signed copy to info@vfos.com or fax it to 866-447-7090.

FOR MORE INFORMATIONABOUT THE AUTHOR

Throughout his 35 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

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.

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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.

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