Tools & Techniques
Starting at: $145.00Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.
Starting at: $145.00Tools & Techniques of Investment Planning demonstrates investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account today's changes. Newer topics include: exchange-traded funds; free cash flow to the firm; commodity and single-stock futures. Learn More
Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 13th edition, applies the trusted “Tools and Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.Learn More