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
Starting at: $145.00
The 16th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.Learn More