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2020 Field Guide

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This easy-to-use, practical reference provides a ready means of identifying and understanding the key concepts and techniques used in estate, business, and employee benefit planning

The perfect desktop reference source, classroom training aid, or briefcase companion to share with clients or other advisors, Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand key concepts and techniques used in estate, business, and employee benefit planning.

Organized in a unique and convenient Q&A format, this book helps professionals find exactly what they’re looking for quickly and easily to solve clients’ important planning issues in a timely manner. This resource features:

  • Three key sections dealing with the subjects of estate and retirement planning, business planning, and employee benefits
  • Numerous drawings and charts to assist readers in identifying and understanding many of the concepts most frequently encountered when working with clients and other professionals
  • Cross-references to 2020 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts
  • Baseline information needed to prepare an analysis and proposal for your client (“Information Required For Analysis & Proposal”) and extensive footnotes to support further research needs
  • Terms & concepts with expanded discussions of the materials previously referred to in the text and footnotes
  • And more!

New in the 2020 Edition:

  • Updated asset protection strategies
  • New information on Employer-owned Life Insurance (EOLI) and insurance strategies for key employees
  • Updated information on state inheritance taxes by jurisdiction
  • New section on IRA inheritance planning
  • Updated education planning strategies
  • Newly revised information on estate tax deferral strategies under Section 6166
  • Updated DOL and SEC fiduciary rules
  • New information covering nonqualified executive benefits

Topics Covered:

  • Estate, gift, and income tax planning strategies
  • Business valuations and transfers
  • Employee compensation and benefit planning
  • Asset protection strategies
  • Insurance products and risk management techniques
  • Social Security, Medicare, and Medicaid eligibility and benefits
  • Fringe benefits
  • Trust structures and trust planning
  • Corporations and pass-through entities
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 1790020
Brand National Underwriter
Publication Date December 19, 2019
ISBN 978-1-949506-83-9
Page Count 752
Edition 2020
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