The Tools & Techniques of Estate Planning, 21st Edition

Hood, L. Paul

Leimberg, Stephan

Morrow, Edwin P.

Business

The National Underwriter Company

The Tools & Techniques of Financial Planning, 14th Edition

Tomin, Carolynn

Reeve, William B.

Explore all aspects of employee compensation and benefits with The Tools & Techniques of Employee Benefit and Retirement Planning. This must-have resource provides real-world examples of compensation options, healthcare, life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected consequences of different planning approaches. Each approach is explained in clear, easy-to-understand language that takes you through the legal and regulatory requirements for instituting and maintaining benefits while also explaining the tax consequences of different approaches. For those looking to learn more about employee benefits and retirement planning topics, this book additionally includes detailed references to source material to provide jumping-off points for conducting deeper research. Fundamentals of Writing a Financial Plan, Second Edition provides a totally revised and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. 7-step planning process can be applied when writing a comprehensive financial plan for an individual or family. 
The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more—but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case—the Hubble family. 
What’s New: An updated chapter on COVID-19 related tax changes for employee benefit plans Updates resulting from the SECURE Act Employee retention credit under the CARES Act New details on use and rollover of medical and dependent care FSA plans Updated ERISA compliance and reporting requirements, including Form 5500 information Updated materials that address CFP Board's new Client Psychology learning outcomes. Videos that can be used to illustrate client communication and counseling techniques. Revised and expanded test bank. Updated Excel package. 
Key Highlights: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning approaches that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material. Describes all aspects of employee benefits planning Contains detailed discussions surrounding the relevant planning considerations, regulatory requirements, and tax consequences for each topic Includes benefits that can be used for all types of employees, including full- and part-time employees, entry- and mid-level employees, temporary employees, and executives Explains both qualified and unqualified benefits Outlines both immediate and deferred compensation strategies Describes important regulatory and tax considerations for employee benefits such as healthcare, employer-provided life insurance, and retirement plans 
Topics Covered: Brief descriptions of the benefit planning tool or technique being discussed. Summaries of the client situations where the particular technique is most often beneficial, including the advantages and disadvantages of each technique. Design features of the technique and the planning options that are available

The Tools & Techniques of Employee Benefits and Retirement Planning, 18th edition

McFadden, John J.

Stenken, Joseph F.

With the passage of the SECURE Act in late 2019 and the SECURE Act 2.0 of 2022, 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: <ul> <li>Help your clients successfully navigate the latest income tax rules and regulations;</li> <li>Quickly simplify the tax aspects of complex planning strategies; and</li> <li>Confidently advise your individual clients as well as small- and medium-size business owners.</li> </ul> You'll find: <ul> <li>Detailed explanations of complex real-world tax issues</li> <li>Easy-to-read explanations of how various tax strategies work and when they should and should not be employed</li> <li>Clear, thorough examples that show exactly when certain tax rules apply and how planners can help their clients avoid "tax traps" that can lead to unexpected and unnecessary tax liability</li> <li>Comprehensive explanation of investment-related tax concepts, which help investors and planners devise tax-efficient strategies</li> <li>Thoughtful, independent advice about the best strategies for specific situations</li> </ul> New in the 8th Edition: <ul> <li>Updated SECURE Act chapter and a brand new chapter on the SECURE 2.0 Act, including legislation updates through the year 2033</li> <li>New SECURE 2.0 Act chapter includes legislation updates on topics such as catch-up contributions, Roth IRA plan changes, and automatic enrollment</li> <li>Details on IRS and DOL regulatory changes</li> <li>Updates to keep all chapters up-to-date, such as changes to form 1040 made in 2018 for Chapter 7 and new like-kind rules from 2018 for Chapter 29</li> <li>Updated advice on retirement planning issues, the unwinding of COVID-19 legislation, and changing RMD withdrawal and penalty requirements</li> <li>New plan contribution and catch-up provisions, including updated student loan matching options and Roth contribution options for SEP and SIMPLE retirement plans</li> <li>Updated plan and IRA distribution options including new 10% penalty waivers, and new withdrawal types for domestic abuse, family emergencies, 529 Roth conversions, and more</li> <li>Litigation updates</li> </ul> Key Topics Covered: <ul> <li>SECURE Act and SECURE Act 2.0</li> <li>Contribution limitations, including Roth IRAs and mandated employer contributions</li> <li>Capital gains and losses, including both long-term and short-term gain</li> <li>Tax planning for small and medium-sized businesses as well as individuals</li> <li>Information on tax filing, including filing status, when to file, and failure-to-pay penalties</li> <li>Asset planning and retirement planning, including required minimum distributions</li> </ul>

The Tools & Techniques of Income Tax Planning, 8th Edition

Truitt, Brandon

The Tools & Techniques of Investment Planning, 5th Edition&nbsp;is an easy-to-read desktop companion for financial planning practitioners. It demystifies 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. This book emphasizes not only perspective, but also how to apply investment theory to support unique client objectives, and to assign investments based on the financial risk reward continuum and any client's appetite for risk. This must-have resource includes: <ul> <li>Detailed descriptions of complex investment products and strategies</li> <li>Easy-to-read explanations of how various investment products work and when they should and should not be employed</li> <li>Clear, thorough examples showing exactly how various investment products and strategies generate income and gains in volume, and how these gains can be incorporated into investment strategies to meet specific real-world goals</li> <li>Comprehensive explanation of investment-related tax concepts, enabling investors and planners to devise tax-efficient strategies in conjunction with client's tax and legal professionals</li> <li>Thoughtful, independent advice about the best products and strategies for specific situations</li> </ul> What's New in this Edition <ul> <li>The latest tax changes associated with SECURE Act 2.0, the SECURE Act and the Tax Cuts and Jobs Act, including the tax and beneficiary rule changes and how those changes apply to the investment activities of individuals, trusts, estates, and IRA beneficiaries.</li> <li>Tax and planning updates under SECURE Act and SECURE Act 2.0, in particular changes on IRA beneficiary planning strategies that were removed.</li> <li>New content around Portfolio Management Strategies, including Environmental, Social, and Governance Investing, as well as Market Cycles, Sector Rotation investing, and Core-Satellite approaches.</li> <li>Tax rate, capital gain, and tax structure updates with 2024 numbers.</li> <li>Updated and enhanced examples provide real-world investment scenarios that help readers to understand how investment performance is achieved and monitored.</li> </ul>

The Tools & Techniques of Investment Planning, 5th Edition

Daly, Michael P.

Mulligan, Todd J.

Part of the popular Tools &amp; Techniques Series and Leimberg Library, the 12th Edition of The Tools &amp; 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.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools &amp; Techniques of Financial Planning, 12th Edition, features: - Client-oriented materials that place the emphasis on the planner’s relationship with the client - Technologies that can be used to assess—and work with—the client’s individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a client’s financial goals, such as healthcare reform, long-term care planning, and tax law changes - Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trusts—covering the basics of both types of instruments for financial planners, who are not lawyers, yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciaries—explaining the roles played by attorneys, trustees, accountants, and other professionals who help to make up the client’s planning team - Newly updated tax information—providing the latest rates and planning strategies for long-term financial planning goals, including major purchases, education, and retirement funding - Content throughout that is more tightly connected to the CFP Boar’s Principal Topics and ethical requirements for CFPs

The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques of Financial Planning)

Business & Money

Jackson, Michael S.

Satinsky, Martin J.

Insurance

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 &amp; 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.
New and revised material includes:
<ul>
 <li>A chapter on Section 199A Qualified Business Income Deduction for pass-through entities </li>
 <li>Tax treatment of spousal support payments mandated by divorce and separation agreements </li>
 <li>Updated AMT calculations </li>
 <li>Information on accounting methods and depreciation rules </li>
 <li>Like-kind exchanges and Opportunity Zone investments </li>
 <li>And much more!</li>
</ul>
And, as with the first five editions of this valuable resource, readers benefit from:
<ul>
 <li>Detailed explanations of complex real-world tax issues </li>
 <li>Easy-to-read explanations of how various tax strategies work and when they should and should not be employed </li>
 <li>Clear, thorough examples that show exactly when certain tax rules apply, and how planners can help their clients avoid “tax traps” that can lead to unexpected and unnecessary tax liability </li>
 <li>Comprehensive explanation of investment-related tax concepts which help investors and planners devise tax-efficient strategies </li>
 <li>Thoughtful, independent advice about the best strategies for specific situations</li>
 
</ul>
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.

Tools & Techniques of Income Tax Planning 6th edition

Katz, Jay

Scroggin, John J

Keebler, Robert S

This is the fourth edition of our popular professional resource specifically tailored for non-insurance professionals, newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage. The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition,&nbsp;provides expert guidance on all key personal and business-related policies, including life, health, disability, social insurance, commercial property insurance, workers compensation, business umbrella, directors and officers liability, cyber liability, and much more. In this fully revised and updated edition, respected authors Stephan R. Leimberg, CEO of Leimberg and LeClair, Inc.; Kenneth W. Price; and Jesus M. Pedre provide proven, practical guidance you can apply immediately. Each chapter breaks down complex insurance information so that non-insurance professionals can understand the intricacies of the coverage offered by each product line, allowing planners to insure that their clients have the right type and amount of insurance for their risk profiles This edition delivers: <ul> <li>Thirty-two newly updated chapters divided into five sections on the principles of risk and insurance; insurance company operations; personal and commercial insurance lines; life and health insurance planning needs; and commercial property & liability</li> <li>A new chapter on cyber insurance provides information on the most common types of cyber threats faced by businesses today, as well as coverage information about cyber insurance policies to help businesses decide which potential risks can be insured against</li> <li>A new section on commercial flood insurance details the options for how businesses can obtain flood coverage on the private market to protect against ever-more-common flood risks</li> <li>Newly updated materials on the National Flood Insurance Program (NFIP) for homeowners</li> <li>Updated content on personal and business auto policies, including coverage for ride-sharing activities</li> <li>Updated coverage information for managing healthcare cost risks for individuals and businesses, including ACA mandates, disability, and long-term care policies</li> </ul> Additionally, the risk management techniques in this book are integrated with up-to-date tax and government insurance information so that planners can incorporate that information into their clients' insurance planning activities to avoid duplicate coverage and take advantage of potential tax savings that are available to individuals and businesses.

The Tools & Techniques of Insurance Planning and Risk Management, 4th Edition

Price, Kenneth

Pedre, Jesus

In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities—and pitfalls—arising from the new legislation.
The Tools &amp; Techniques of Estate Planning, 19th edition, applies the trusted Tools &amp; Techniques approach to all aspects of modern estate planning, enabling you to:
<ul>
<li>Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions</li>
<li>Help your clients effectively preserve their assets under current law</li>
<li>Handle a wide variety of estates and specific circumstances</li>
<li>Save significant amounts of time with exclusive estate planning tools</li>
</ul>
In addition to everything that made the first eighteen editions of The Tools &amp; Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including:
<ul>
<li>Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act</li>
<li>A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction</li>
<li>Significantly updated chapters on trust planning and income tax considerations in estate planning</li>
</ul>
This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you’ll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.

The Tools & Techniques of Estate Planning, 19th edition

The Tools &amp; Techniques of Estate Planning for Modern Families, 3rd Edition discusses estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options, and more!
Highlights of the 3rd Edition
This newest edition has been completely revised, featuring several new and updated chapters including strategies to help clients plan for various scenarios. This edition provides valuable insights into the following areas:
<ul>
<li>Clients in long-term polyamorous relationships</li>
<li>Planning for single clients</li>
<li>Clients with nonmarital children</li>
<li>Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts</li>
<li>Clients with intellectual property assets</li>
<li>Clients’ pet-related legacy goals</li>
<li>Modern philanthropy trends in estate planning</li>
<li>New technologies and trends in conception and their legal implications, including posthumously conceived children</li>
<li>Updates to trust planning and income tax considerations in estate planning</li>
<li>Planning for longer lifespans and fading capacity</li>
<li>Digital assets and intellectual property, which may have a lifespan that exceeds its creator</li>
</ul>
Written by experts in the subject matter, this publication is filled with practical advice and examples in an easy-to-understand language, helping you assist your clients in making the best decisions for themselves and for their families.

The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition

Goffe, Wendy S.

Kamin, Kim

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