Starting at: $145.00
The 16th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.Learn More
Obtain both editions of 2014 Tax Facts with the convenience of a single order and save $10! The 2014 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.Learn More
Starting at: $120.00
This new First Edition, Updated for 2013, includes all of the most current estate and gift tax amounts and exemptions resulting from the American Taxpayer Relief Act of 2012. Amounts are updated throughout the book in the examples, practitioner’s pointers, client situations, end-of-chapter review questions and all learning content.Learn More
The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.Learn More
Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. And through January 3, 2014, you can take advantage of our Pre-Publication Discounted Pricing and obtain this groundbreaking resource for $75 (a discount of more than 35%).Learn More
The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex. And Social Security and Medicare are important components of a retirement plan.
2014 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.Learn More
Starting at: $110.00
2013 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.Learn More
Starting at: $145.00Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.