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2013 Tax Facts on Insurance & Employee Benefits/2013 Tax Facts on Investments – Book Combo

SKU: 2940013K

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$210.00

Quick Overview

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.

$210.00

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2013 Tax Facts on Insurance & Employee Benefits/2013 Tax Facts on Investments – Book Combo

Look Inside The Book

Organized in a convenient Q&A format to speed you to the information you need, 2013 Tax Facts on Insurance & Employee Benefits and 2013 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 2013:


  • Enhanced explanation of the Disclosure Regulations for Retirement Plan Service Providers
  • Expanded section on the taxation of annuities
  • New section on captive insurance
  • New section on reverse mortgages
  • Expanded section on ETFs
  • Expanded section on precious metals & collectibles
  • More than 60 new Planning Points, written by practitioners for practitioners, in the following areas:

    • Life Insurance
    • Health Insurance
    • Federal Income Taxation
    • Estate Taxation
    • Real Estate
    • Limited Partnerships
    • Stocks
    • Interest and Expenses
    • Options
    • Mutual Funds

    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
    9781938130687/9781938130694
     Page Count
    0
     Publication Date
    Nov 15, 2012
     Author
    Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM