Starting at: $125.00
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
Starting at: $148.00
Healthcare reform is regulated by a number of different government entities — the Internal Revenue Service, Department of Health and Human Services, the Department of Labor, and even state governments. This makes for a confusing, cobbled together system that is difficult to understand and even more difficult to track. 2015 Healthcare Reform Facts makes sense out of the confusion by sifting through all the information to 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 all-new 2015 Health Savings Accounts Facts to obtain vital HSA questions and answers right at your fingertips.Learn More
Starting at: $106.00
There are more rules affecting annuities now than ever before. This latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities enables you to avoid pitfalls by providing need-to-know coverage of these key topics: “source of funds” issue; the value of annuitization; structured product-based variable annuities; full update on the Neasham case; QLAC regulations; and much more.Learn More
Starting at: $120.00
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: $215.00
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, 2014 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
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: $120.00
2014 Tax Facts on Insurance and Employee Benefits, by Robert Bloink and William Byrnes, is a comprehensive 2-volume set that clearly shows how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices.
Reliably authoritative, the 2014 Tax Facts on Insurance & Employee Benefits is organized in a time-saving Q&A format—enabling you to find quick answers to your most pressing questions involving:
- Estate & Gift Tax Planning
- Federal Income Taxation
- Roth IRAs
- Capital Gains, Qualifying Dividends
- Non-qualified Deferred Compensation Under IRC Section 409A
- And much more!
Every question and answer in 2014 Tax Facts on Insurance & Employee Benefits 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 the Product Description and Table of Contents tabs below.