NEW 2021 Annual Resources are Here!

Get the latest updates in financial planning, taxation, insurance, and more - available in both print and online formats.

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NEW eBook Title!

The onset of the COVID-19 pandemic has caused healthcare providers to rapidly adopt telemedicine options.

Telemedicine Facts provides an in-depth look at the many administrative and regulatory requirements for telemedicine operations, helping healthcare providers and those from an employee-benefit perspective.

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NEW Update Now Available

This quarterly-updated, expert-written eBook is current with the October 2020 update of filings and rulings to help you stay on top of this rapidly developing legal issue, featuring the insurance implications of COVID-19 and force majeure.

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New Revised Edition!

Using the CFP Board of Standards 7-step financial planning process, this book provides the tools and foundation for aspiring financial planners to learn by doing – revised to reflect financial planning trends and tax changes.

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New Edition!
The Tools & Techniques of Income Tax Planning, 7th Edition

Navigate the latest income tax rules and regulations and simplify the tax aspects of complex planning strategies for your individual, small-, and medium-size business owner clients. Now covering the SECURE Act and COVID-19.

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