Tax Facts Series

Tax Facts Online is the premier practical, useful, actionable, and affordable reference on the taxation of insurance, employee benefits and investments. This advisory service provides expert guidance on hundreds of the most frequently asked client questions concerning their most important tax issues. Learn More

2013 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.

Learn More

The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that practitioners must have up-to-date information at their fingertips. 2013 Social Security & Medicare Facts will enable you to give your clients the best possible Social Security and Medicare guidance.

Learn More

Stay up-todate with ERISA changes and easily resolve hundreds of ERISA-related issues with 2013 ERISA Facts.

Organized in a logical Q&A format – with hundreds of questions asked and answered – 2013 ERISA Facts is a practical, highly focused resource supplying practical guidance on every key area of ERISA.

Learn More

2013 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments. Pertinent planning points are provided throughout.

Learn More

Authoritative and easy-to-use, 2013 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 both editions of 2013 Tax Facts with the convenience of a single order and save $10!  The 2013 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

Organized in a convenient Q&A format to speed you to the information you need, Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).

Learn More

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.

Learn More