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2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

SKU:  2940014K

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$230.00

Quick Overview

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.

$230.00

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2014 Tax Facts on Insurance & Employee Benefits/2014 Tax Facts on Investments – Book Combo

Look Inside The Book

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.

Organized in a convenient Q&A format to speed you to the information you need, 2014 Tax Facts on Insurance & Employee Benefits and 2014 Tax Facts on Investments deliver the latest guidance on:

  • Estate & Gift Tax Planning
  • Roth IRAs
  • HSAs
  • Capital Gains, Qualifying Dividends
  • Non-qualified Deferred Compensation Under IRC Section 409A
  • Mutual Funds, Unit Trusts, REITs
  • Incentive Stock Options
  • Real Estate
  • Stocks, Bonds
  • Oil & Gas
  • Precious Metals & Collectibles
  • And much more!

Key updates for 2014:

  • Important federal income and estate tax developments impacting insurance, employee benefits, and investments, including changes from the American Taxpayer Relief Act of 2012
  • Concise updated explanation and highlights of the Patient Protection and Affordable Care Act (PPACA)
  • Expanded coverage of Annuities
  • Expanded coverage of Reverse Mortgages
  • Expanded coverage of Real Estate Investment Trusts (REITs)
  • New section on Structured Settlements
  • New section on International Tax
  • More than 60 new Planning Points, written by practitioners for practitioners, in the following areas:
    • Life Insurance
    • Health Insurance
    • Estate and Gift Tax
    • Deferred Compensation
    • Individual Retirement Plans
    • Limitations on Loss Deductions
    • Charitable Gifts
    • Reverse Mortgages
    • Deduction of Interest and Expenses
    • REITs

Plus, you’re kept up-to-date with online supplements for critical developments.

Written and reviewed by practicing professionals who are subject matter experts in their respective topics, Tax Facts is the practical resource you can rely on.


 ISBN
9781939829221/9781939829245
 Page Count
1,800 pages
 Publication Date
Sep 15, 2013
 Author
Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
 Edition
2014