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2018 Tax Facts on Insurance & Employee Benefits/2018 Tax Facts on Investments/2018 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

SKU: 2980018K

Availability: Ships in 2-3 weeks

$342.00

Quick Overview

Obtain the three Tax Facts Editions: 2018 Tax Facts on Insurance & Employee Benefits, 2018 Tax Facts on Investments, and 2018 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $162! The 2018 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more! Pertinent planning points are provided throughout.

$342.00

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Obtain the three Tax Facts Editions: 2018 Tax Facts on Insurance & Employee Benefits, 2018 Tax Facts on Investments, and 2018 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $162! The 2018 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more! Pertinent planning points are provided throughout.

Organized in a convenient Q&A format to speed you to the information you need, 2018 Tax Facts on Insurance & Employee Benefits, 2018 Tax Facts on Investments, and 2018 Tax Facts on Individuals & Small Business deliver the latest guidance on:
 » Estate & Gift Tax Planning
 » Life Insurance
 » Health Insurance including Health Care Reform
 » Long-Term Care Insurance
 » Annuities
 » Federal Income Taxation
 » Traditional IRAs and Roth IRAs
 » HSAs
 » Capital Gains, Qualifying Dividends
 » Non-qualified Deferred Compensation Under IRC Section 409A
 » Mutual Funds & Trusts
 » Incentive Stock Options
 » Real Estate 
 » Stocks & Bonds
 » Oil & Gas
 » Precious Metals & Collectibles
 » Healthcare, including new questions on the small employer mandate
 » Home Office
 » Contractor vs. Employee
 » Business Deductions and Losses
 » Business Life Insurance
 » Small Business Valuation
 » Small Business Entity Choices
 » Accounting
 » Federal Income Tax
 » Deductions
 » Exemptions
 » Tax Credits

Key updates for 2018:
 » New chapter on Life Insurance Trusts and expanded coverage and revision of Long Term Care questions
 » Comparison questions and chart comparing various plans: 401(k); SIMPLE IRA; SEP, etc.
 » New questions on the DOL Fiduciary Rule

 » 2018 Mortality Tables issued by the IRS (Appendix)
 » Additional questions pertaining to coverage of Regulated Investment Companies
 » A new chapter on Master Limited Partnerships with Planning Points and examples
 » Revised questions on Precious Metals and Collectibles
 » Revised questions on Reverse Mortgages

 »New section on Family Limited Partnerships
 » Additional questions on Professional Corporations
 » A new section on Estate Planning and Blended Families
 » A new section on Estate Planning and Digital Assets (with a 50-state Appendix)
 » 2018 inflation-adjusted numbers
 » Numerous Planning Points and examples

 ISBN
9781945424847/9781945424861/9781945424885
 Page Count
2,874
 Publication Date
Dec 19, 2017
 Author
Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
 Edition
2018