Authoritative and easy-to-use, 2017 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.Learn More
Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save $34! The 2017 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
2017 Tax Facts on Insurance & Employee Benefits/2017 Tax Facts on Investments/2017 Tax Facts on Individuals & Small Business – TRIPLE Book Combo$309.00
Obtain the three Tax Facts Editions: 2017 Tax Facts on Insurance & Employee Benefits, 2017 Tax Facts on Investments, and 2017 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $147! The 2017 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more! Pertinent planning points are provided throughout.Learn More
It is readily acknowledged that the Employee Retirement Income Security Act (ERISA) is one of the most complicated of federal laws. Providing answers to more than 800 ERISA-related questions, 2017 ERISA Facts unravels those mysteries and is a must-have easy-access resource for a wide range of employee benefits professionals, including ERISA attorneys, TPAs, CPAs, and employee benefits specialists.Learn More
If there is one constant in healthcare reform, it is change. Changes in the law can originate from numerous government entities. Consequently, confusion is the norm, and tracking developments can be difficult.
The fully updated 2017 Healthcare Reform Facts eliminates confusion and makes sense of ongoing changes by sorting through new events to identify and define vital developments, and most importantly, provide clear, concise guidance.Learn More
A High Deductible Health Insurance Plan (HDHP) combined with a Health Savings Account (HSA) saves employers significant amounts of money on health insurance premiums. This advantage, along with many tax benefits for employees, has led to an explosion in the number of Health Savings Accounts. Turn to the new 2017 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.Learn More
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition$135.00
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third 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
In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.
The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.Learn More
The Advisor’s Guide to 401(k) Plans, 2014 Edition/The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition$106.00
During the month of October, obtain BOTH The Advisor’s Guide to 401(k) Plans, 2014 Edition and The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition for just $106 – a 50% discount. With The Advisor’s Guide to 401(k) Plans, you’ll be able to confidently advise clients on all aspects of 401(k) Plans. And The Advisor’s Guide to Nonqualified Deferred Compensation, makes it easier than ever to create Nonqualified Deferred Compensation Plans and maintain compliance in this highly regulated and increasingly complex area.Learn More