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
2014 Tax Facts on Investments, by Robert Bloink and William Byrnes, serves as an easy-to-use, single source for authoritative answers to investment-related tax questions. Organized in a convenient Q&A format that speeds you to the information you need, the book provides completely current coverage of the tax aspects of:
- mutual funds
- stock options
- real estate
- and much more
Every question and answer in 2014 Tax Facts on Investments has been reviewed, edited, simplified, and revised to make sure that the information you receive is clear, accurate, and useful. And this completely updated edition features more questions and answers than ever before.Learn More
For more details—including what’s been updated in this edition—just click theProduct Description and Table of Contents tabs below.
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.Learn More
Starting at: $155.00
The Tools & Techniques of Life Insurance Planning, 5th edition, is part of the popular Leimberg Library Series and delivers expert insight and the tools needed to utilize life insurance in the most effective ways.Learn More
Starting at: $95.00
The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.Learn More
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition
Starting at: $120.00
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.Learn More
Starting at: $75.00Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.Learn More
Starting at: $155.00Harvest 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.