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The Tools & Techniques of Income Tax Planning, 7th Edition

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Navigate the latest income tax rules and regulations and simplify the tax aspects of complex planning strategies for your individual, small-, and medium-size business owner clients. Now covering the SECURE Act and COVID-19.

With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques.

Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to: 

  • Help your clients successfully navigate the latest income tax rules and regulations;
  • Quickly simplify the tax aspects of complex planning strategies; and
  • Confidently advise your individual clients as well as small- and medium-size business owners.

New in the 7th Edition:

  • New chapters on the SECURE Act and COVID-19 legislation
  • Details on IRS an DOL regulatory changes
  • Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules
  • Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals
  • Litigation updates

Topics Covered:

  • SECURE Act and COVID-19 legislation
  • HSA eligibility
  • Contribution limitations
  • HSA deductions
  • Tax reporting
  • Employer contributions
  • Comparability testing
  • Testing periods
  • Use by self-employed individuals
  • HRAs and FSAs
  • And more! See the “Table of Contents” section for a full list of topics

As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of income tax planning and confidently meet their needs.

Additional Information
SKU 2740007
Publication Date June 26, 2020
ISBN 978-1-949506-57-0
Page Count 512
Author Stephan R. Leimberg, Esq., Michael S. Jackson, CPA/PFS, M.T., Jay Katz, J.D., LL.M., John J. Scroggin, J.D., LL.M., AEP, and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Edition 7
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