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The Tools & Techniques of Financial Planning, 13th Edition

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Explore today’s most important financial planning topics with in-depth discussions and real-world scenarios, helping a wide range of professional planners successfully advise their clients. 

Part of the popular Tools & Techniques Series and Leimberg Library, the 13th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices 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 the products being offered.

In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:

  • Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues
  • In-depth discussions of fundamental concepts like time value of money, business law, and economic principles
  • Ethical and practice standards for major professional organizations in the financial planning field
  • Helpful examples show how concepts apply for real-world planning scenarios
  • Detailed citations that provide jumping off points for more detailed research needs

 New in the 13th Edition:

  • Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act
  • Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board
  • Updated insurance and risk management content, including the new commercial flood program
  • Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses
  • New chapter on state best interest requirements, including New York's Section 187

 Topics Covered:

  • Principles and Processes of Financial Planning
  • Education and Retirement Planning
  • Tax and Investment Issues
  • Estate Planning
  • The Planner-Client Relationship
  • Practice Standards and Ethical Considerations
  • Ethical Rules for the CFP Board
  • Financial Planning Goals
  • Planning for Special Needs
  • Financial Planning Fundamentals
  • Cash and Budget Management
  • Credit and Debt Management
  • Time Value of Money and Quantitative Analysis
  • Legal Issues
  • Wills and Trusts
  • Related Disciplines
  • Risk Management and Insurance
  • Health, Disability, and Long-Term Care Insurance
  • State Best Interest Requirements
  • 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 financial planning and confidently meet their needs.

Additional Information
SKU 2770013
Brand National Underwriter
Publication Date August 30, 2019
ISBN 978-1-949506-51-8
Page Count 656
Author Stephan R. Leimberg, Robert J. Doyle, Jr., Michael S. Jackson, and Martin J. Satinsky
Edition 13
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Stephan R. Leimberg

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg is the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg is co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg is co-creator of many software packages for the financial services professional including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Michael S. Jackson

Michael S. Jackson, CPA/PFS, M.T., is a Tax Partner with Grant Thornton and leads the Philadelphia Private Wealth Services Practice. He has over twenty years of experience providing a wide range of tax compliance and consulting, financial planning and wealth trans­fer strategies for closely held businesses, private and publicly held company executives and affluent fami­lies. He began his career with Ernst & Young, LLP in their Entrepreneurial Services Group, specializing in S corporation, partnership, and individual tax consulting and compliance. Prior to joining Grant Thornton, Mike was a partner at SMART and Associates, LLP and held a senior management position in their tax and financial planning division.

Mike is a frequent lecturer of tax and financial plan­ning topics for various organizations, including the American Institute of Certified Public Accountants, Lehigh University, Institute for International Research, and the Skybridge Alternative Conference. In addition to The Tools & Techniques of Income Tax Planning he is a co-author of The Tools & Techniques of Financial Plan­ning, which is widely used as educational and editorial resource material by the financial planning profession. In addition, Mike has authored articles for Bloomberg/BNA’s Tax Management Memorandum and Estates, Gifts and Trusts Journal, and is regularly interviewed by national, regional, and local news organizations.

Mike is a Certified Public Accountant in Pennsylva­nia and a member of the American Institute of Certi­fied Public Accountants and Pennsylvania Institute of Certified Public Accountants. In 1998, he received his certification as a Personal Financial Specialist by the American Institute of Certified Public Accountants. He holds a Masters in Taxation from Villanova University School of Law and graduated magna cum laude from Drexel University with a Bachelor of Science in Busi­ness Administration, with majors in accounting and finance.