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  1. The Tools & Techniques of Trust Planning

    Starting at: $188.00

    In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

    Written and edited by these renowned experts in the trust planning field, The Tools & Techniques of Trust Planning is the authoritative but easy-to-follow resource you can rely on:

    Author: Stephan R. Leimberg

    Executive Editors: Jonathan E. Gopman and Michael Sneeringer

    Contributing Editors: Mary Elizabeth Anderson; Anna Els; L. Paul Hood, Jr.; Lester Law; Larry Rivkin; Yoshimi O. Smith and Mary E. Vandenack Learn More

  2. The Tools & Techniques of Financial Planning, 12th Edition

    Starting at: $188.00

    Part of the popular Tools & Techniques Series and Leimberg Library, the 12th Edition of The Tools & Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.

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  3. Practical Guide to Mergers, Acquisitions and Business Sales, 2nd Edition
    $279.00

    A must-have for financial advisors, lawyers, CPAs, and other professionals advising clients, Practical Guide to Mergers, Acquisitions and Business Sales, Second Edition, is an easy-to-understand guide which explains the tax consequences of buying or selling a business and the art of successfully closing business transactions.    

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  4. Practical Guide to Mergers, Acquisitions and Business Sales, 2nd Edition

    Starting at: $279.00

    A must-have for financial advisors, lawyers, CPAs, and other professionals advising clients, Practical Guide to Mergers, Acquisitions and Business Sales, Second Edition, is an easy-to-understand guide which explains the tax consequences of buying or selling a business and the art of successfully closing business transactions.    

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  5. The Tools & Techniques of Income Tax Planning, 6th Edition

    Starting at: $188.00

    With the passage of the far-reaching Tax Cuts and Jobs Act of 2017, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. The new 6th Edition of The Tools & Techniques of Income Tax Planning provides all of that in abundance. All chapters have been completely updated to reflect the many changes brought about by the Tax Act.

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  6. 2019 Healthcare Reform Facts

    Starting at: $194.00

    The 2019 Healthcare Reform Facts is the comprehensive, go-to source for information regarding the impact of the Patient Protection and Affordable Care Act (PPACA). Uniquely organized in a convenient and easy-to-understand Question and Answer format, 2019 Healthcare Reform Facts helps you quickly and confidently find the answers you need to the most frequently asked questions on the PPACA.   

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  7. 2019 Comprehensive Financial Planning Bundle: The Fundamentals of Writing and The Case Approach
    $254.00

    Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

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  8. 2019 Field Guide To Estate & Retirement Planning, Business Planning & Employee Benefits

    Starting at: $182.00

    This easy-to-use, practical reference is designed to provide quick summaries of the key concepts, tested techniques, expert analyses, and authoritative guidance to support your estate, business, retirement, and employee benefits planning. Organized in a unique and convenient Q&A format, this book helps agents, producers, managers and financial planners find exactly what they’re looking for quickly and easily to solve clients’ important planning issues.

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  9. The Fundamentals of Writing a Financial Plan, First Edition

    Starting at: $145.00

    The first edition of The Fundamentals of Writing a Financial Plan provides a new and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. newly-revised 7-step systematic financial planning process can be applied when writing a comprehensive financial plan for an individual or family.

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  10. The Tools & Techniques of Income Tax Planning, 5th Edition

    Starting at: $188.00

    This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

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