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This practical reference provides a ready means of identifying and understanding key concepts and techniques used in estate, business, and employee benefit planning – updated to reflect the CARES Act, SECURE Act and other COVID-19-related changes.
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 a broad range of key concepts and techniques used in estate, business, and employee benefit planning.
Organized in a unique and convenient question & answer format, this resource 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:
New in the 2021 Edition:
Recognizing that we live in a world of visual communication, numerous drawings and charts have been included to assist readers in identifying and understanding many of the concepts which are most frequently encountered when working with clients and other professionals.
|Publication Date||December 21, 2020|
|Author||Randy L. Zipse, J.D., AEP (Distinguished); Donald F. Cady, J.D., LL.M., CLU, Author Emeritus|