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Tax Facts on Investments is an authoritative resource for professionals to help clients with investment planning questions – updated to reflect new tax regulations, such as the CARES Act.
Investment techniques and products are complicated matters that carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area.
Tax Facts on Investments is your complete source for tax information that relates to investment planning and transactions. Written for financial advisors & planners, insurance professionals, CPAs, attorneys, estate planners, and more, Tax Facts helps advisers of all kinds understand the tax implications of the recommendations that they make for their clients. This publication offers:
New in the 2021 Edition:
Topics Covered:
SKU | 2930021 |
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Book Option | |
Publication Date | December 18, 2020 |
ISBN | 978-1-949506-88-4 |
Page Count | 816 |
Author | Robert Bloink, Esq., LL.M.; William H. Byrnes, Esq., LL.M., CWM; Alexis Long, J.D. (Lead Contributing Editor) |
Edition | 2021 |