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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 with the latest on the Inflation Reduction Act and Secure Act changes, as well as new sections on Leveraged Bonus Arrangements, Life Insurance and Redemption Buy-Sell Agreements and IRA strategies under the SECURE Act.
The 2024 Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits provides a ready means of identifying and understanding the concepts and techniques used in estate, business, and employee benefit planning. 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. It can serve as a desktop reference source, a classroom training aid, or, carried in a briefcase, as a resource to be shared with clients or other advisors.
New in the 2024 Edition:
|Publication Date||October 12, 2023|
|Author||Randy L. Zipse, J.D. AEP and Donald F. Cady J.D., LL.M., CLU (emeritus)|