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Financial Planning

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  1. The Tools & Techniques of Income Tax Planning, 4th Edition

    The Tools & Techniques of Income Tax Planning, 4th Edition

    Starting at: $165.00

    This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

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  2. The Investment Advisor’s Compliance Guide

    The Investment Advisor’s Compliance Guide

    Starting at: $96.00

    As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor’s Compliance Guide.

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  3. The ERISA Fiduciary Compliance Guide

    The ERISA Fiduciary Compliance Guide

    Starting at: $49.95

    The ALL NEW ERISA Fiduciary Compliance Guide enables you to stay completely compliant with the new Department of Labor Regulations under §408(b)(2), significantly affecting ERISA fiduciary disclosure requirements.

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  4. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    Starting at: $165.00

    Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients.  

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  5. Guide to Captives and Alternative Risk Financing

    Guide to Captives and Alternative Risk Financing

    Starting at: $98.00

    The only practical guide to captives and other alternative risk-financing techniques, this hands-on, how-to resource will give you the tools and techniques you need to decide when, where, why, and how to use captives and other alternative risk-financing techniques.

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  6. The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition

    Starting at: $106.00

    The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition, is a comprehensive, but user-friendly resource that makes it easier than ever to create plans and maintain compliance in this highly regulated and increasingly complex area. It is the one source that fully cited to all relevant authorities, including the IRC, the ASC, and key case law.

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  7. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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  8. The Advisor’s Guide to 401(k) Plans, 2014 Edition

    The Advisor’s Guide to 401(k) Plans, 2014 Edition

    Starting at: $106.00

    You get everything you need—from 401(k) Plan creation through compliance to correction—right at your fingertips.  Every retirement financial, benefits, and pension planning professional working with 401(k) Plans will benefit from the time-saving expert guidance in The Advisor’s Guide to 401(k) Plans.

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  9. The Tools & Techniques of Estate Planning for Modern Families

    The Tools & Techniques of Estate Planning for Modern Families

    Starting at: $165.00

    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.

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  10. The Tools & Techniques of Investment Planning, 3rd Edition

    The Tools & Techniques of Investment Planning, 3rd Edition

    Starting at: $165.00

    The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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