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Financial Planning

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

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

    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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  3. 2018 Social Security & Medicare Facts

    2018 Social Security & Medicare Facts

    $179.00

    The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex. And Social Security and Medicare are important components of a retirement plan.

    The greatly enhanced 2018 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.

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  4. 2018 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    2018 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

    $168.00

    2018 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.

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  5. The Tools & Techniques of Estate Planning, 18th Edition

    The Tools & Techniques of Estate Planning, 18th Edition

    Starting at: $188.00

    The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law.  It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.

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

    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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  7. The Tools & Techniques of Investment Planning, 4th Edition

    The Tools & Techniques of Investment Planning, 4th Edition

    Starting at: $188.00

    The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

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  8. The Advisor’s Guide to Annuities, 5th Edition

    The Advisor’s Guide to Annuities, 5th Edition

    Starting at: $135.00

    Written in plain English, the latest updated and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

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

    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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  10. The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition

    Starting at: $188.00

    The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted “Tools & Techniques” approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

    Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on:
           Author: Stephan R. Leimberg
           Executive Editors: John J. McFadden, and C. Frederick Reish

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