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Author : Donald F. Cady
Publisher :
ISBN 13 : 9780872186095
Total Pages : 556 pages
Book Rating : 4.1/5 (86 download)
Download or read book Field Guide to Estate Planning, Business Planning, & Employee Benefits written by Donald F. Cady and published by . This book was released on 2002 with total page 556 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Donald F. Cady
Publisher : Probus Publishing Company
ISBN 13 : 9780872184947
Total Pages : 414 pages
Book Rating : 4.1/5 (849 download)
Download or read book Field Guide to Estate Planning Business Planning and Employee Benefits 4th Ed written by Donald F. Cady and published by Probus Publishing Company. This book was released on 1992-05 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Donald F. Cady
Publisher :
ISBN 13 : 9780872186804
Total Pages : 630 pages
Book Rating : 4.1/5 (868 download)
Download or read book Field Guide 2006 written by Donald F. Cady and published by . This book was released on 2006 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781954096820
Total Pages : 0 pages
Book Rating : 4.0/5 (968 download)
Download or read book 2023 Field Guide to Estate Planning written by Randy L. Zipse and published by . This book was released on 2022-11-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2023 Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand a broad range of key concepts and techniques used in estate, business, and employee benefit planning. Recognizing that we live in a world of visual communication, numerous drawings and charts have been included to assist readers in identifying and understanding many of the concepts which are most frequently encountered when working with clients and other professionals. It can serve as a desktop reference source, a classroom training aid, or, carried in a briefcase, as a resource to be shared with clients or other advisors. Organized into three sections, dealing with the subjects of estate and retirement planning, business planning, and employee benefits Each entry is divided into units typically consisting of a chart and accompanying text Cross references to 2023 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts "Information Required For Analysis & Proposal" is the minimum information needed to prepare an analysis and proposal for your client, and extensive footnotes support further research needs Terms & Concepts contains expanded discussions of the materials previously referred to in the text and footnotes. New in the 2023 Edition: An update on key provisions of the 2022 Inflation Reduction Act including the 15% corporate AMT (on businesses with book income over $1 billion) and energy efficient home and electric vehicle credits A new section Life Insurance and Redemption Buy-Sell Agreements, discussing Connelly v. United States, which opens up the possibility that courts could include life insurance death benefits in the valuation of business interests A new section, Leveraged Bonus Arrangement, describing the plan for the purchase of life insurance that is owned by the employee and paid for with compensation bonuses paid by the employer A new section on inherited IRAs and IRA Max Strategy under the SECURE Act A new section on Restricted Property Trusts, a strategy designed to provide small businesses with a large deduction currently while owners or top executives pay tax on a much lower amount Analysis of the 2022 decision in Estate of Marion Levine v. Commissioner, a taxpayer friendly opinion where the taxpayer pursued an aggressive split-dollar life insurance plan to minimize estate taxes Updates to Required Minimum Distribution tables The latest on the Department of Labor's fiduciary rules Topics Covered: Estate, gift, and income tax planning strategies Business valuations and transfers Employee compensation and benefit planning Asset protection strategies Insurance products and risk management techniques Social Security, Medicare, and Medicaid eligibility and benefits Fringe benefits Trust structures and trust planning Corporations and pass-through entities
Author : Cady
Publisher :
ISBN 13 : 9781936362165
Total Pages : 0 pages
Book Rating : 4.3/5 (621 download)
Download or read book 2011 Field Guide to Estate Planning, Business Planning, and Employee Benefits written by Cady and published by . This book was released on 2011-02-28 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781949506839
Total Pages : 752 pages
Book Rating : 4.5/5 (68 download)
Download or read book 2020 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits written by Randy L. Zipse and published by . This book was released on 2019-12-19 with total page 752 pages. Available in PDF, EPUB and Kindle. Book excerpt: The perfect desktop reference source, classroom training aid, or briefcase companion to share with clients or other advisors, Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand key concepts and techniques used in estate, business, and employee benefit planning. Organized in a unique and convenient Q&A format, this book helps professionals find exactly what they're looking for quickly and easily to solve clients' important planning issues in a timely manner. This resource features: Three key sections dealing with the subjects of estate and retirement planning, business planning, and employee benefits Numerous drawings and charts to assist readers in identifying and understanding many of the concepts most frequently encountered when working with clients and other professionals Cross-references to 2020 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts Baseline information needed to prepare an analysis and proposal for your client ("Information Required For Analysis & Proposal") and extensive footnotes to support further research needs Terms & concepts with expanded discussions of the materials previously referred to in the text and footnotes And more! New in the 2020 Edition: Updated asset protection strategies New information on Employer-owned Life Insurance (EOLI) and insurance strategies for key employees Updated information on state inheritance taxes by jurisdiction New section on IRA inheritance planning Updated education planning strategies Newly revised information on estate tax deferral strategies under Section 6166 Updated DOL and SEC fiduciary rules New information covering nonqualified executive benefits Topics Covered: Estate, gift, and income tax planning strategies Business valuations and transfers Employee compensation and benefit planning Asset protection strategies Insurance products and risk management techniques Social Security, Medicare, and Medicaid eligibility and benefits Fringe benefits Trust structures and trust planning Corporations and pass-through entities And More! See the "Table of Contents" section for a full list of topics
Author : Donald F. Cady
Publisher :
ISBN 13 : 9780872189027
Total Pages : 0 pages
Book Rating : 4.1/5 (89 download)
Download or read book 2007 Field Guide to Estate Planning, Business Planning, and Employee Benefits written by Donald F. Cady and published by . This book was released on 2007-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781949506310
Total Pages : 736 pages
Book Rating : 4.5/5 (63 download)
Download or read book 2019 Field Guide Estate and Retirement Planning, Business Planning and Employee Benefits written by Randy L. Zipse and published by . This book was released on 2018-12-12 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including: Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbers Life insurance concepts and creative ways to use it in retirement and estate planning Detailed employee benefits discussion for both employees and employers Trust planning, including saving for college, special needs and charities Social Security planning to maximize benefits Practical information on doing retirement and estate planning with blended families End-of-life directives Powers of attorney Small business succession planning Reference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics: Trust decanting Disability buy out plans Domestic partners Dynasty trust Stock options Opportunity zones under the Tax Reform Act Qualified business income deduction under the Tax Reform Act Updated content on C Corporations and S Corporations This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!
Author : Donald F. Cady
Publisher : Probus Publishing Company
ISBN 13 : 9780872181083
Total Pages : 416 pages
Book Rating : 4.1/5 (81 download)
Download or read book Field Guide to Estate Planning, Business Planning and Employee Benefits written by Donald F. Cady and published by Probus Publishing Company. This book was released on 1993-04 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781941627266
Total Pages : 0 pages
Book Rating : 4.6/5 (272 download)
Download or read book 2015 Field Guide to Estate Planning, Business Planning & Employee Benefits written by Randy L. Zipse and published by . This book was released on 2014-12-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2015 Field Guide to Estate Planningis 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.
Author : Randy L. Zipse
Publisher : National Underwriter Company
ISBN 13 : 9781939829450
Total Pages : 0 pages
Book Rating : 4.8/5 (294 download)
Download or read book 2014 Field Guide to Estate Planning written by Randy L. Zipse and published by National Underwriter Company. This book was released on 2013-12-16 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2014 Field Guide to Estate Planning 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, business planning and employee benefits planning.
Author : RANDY L. ZIPSE
Publisher :
ISBN 13 : 9781945424908
Total Pages : pages
Book Rating : 4.4/5 (249 download)
Download or read book 2018 FIELD GUIDE written by RANDY L. ZIPSE and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Randy L. Zipse
Publisher :
ISBN 13 : 9781949506631
Total Pages : 768 pages
Book Rating : 4.5/5 (66 download)
Download or read book 2021 Field Guide written by Randy L. Zipse and published by . This book was released on 2020-12-21 with total page 768 pages. Available in PDF, EPUB and Kindle. Book excerpt: The perfect desktop reference source, classroom training aid, or briefcase companion to share with clients or other advisors, Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand a broad range of key concepts and techniques used in estate, business, and employee benefit planning. Organized in a unique and convenient question & answer format, this resource helps professionals find exactly what they're looking for quickly and easily to solve clients' important planning issues in a timely manner. This resource features: Three key sections dealing with the subjects of estate and retirement planning, business planning, and employee benefits Numerous drawings and charts to assist readers in identifying and understanding many of the concepts most frequently encountered when working with clients and other professionals Cross-references to editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts Baseline information needed to prepare an analysis and proposal for your client ("Information Required For Analysis & Proposal") and extensive footnotes to support further research needs Terms & concepts with expanded discussions of the materials previously referred to in the text and footnotes And more! New in the 2021 Edition: New information on the SECURE Act changes to qualified retirement plans COVID-19 related updates, including coverage of the CARES Act, Families First Coronavirus Response Act, and regulatory changes New questions & answers on PPP and EIDL loans An updated section covering using intra-family loans in a low interest rate environment Additional information on the use of split-dollar arrangements, including multi-generational techniques A guide to reviewing older life insurance policies and policy management techniques Topics Covered: Estate, gift, and income tax planning strategies Business valuations and transfers Employee compensation and benefit planning Asset protection strategies Insurance products and risk management techniques Social Security, Medicare, and Medicaid eligibility and benefits Fringe benefits Trust structures and trust planning Corporations and pass-through entities And More! See the "Table of Contents" section for a full list of topics Recognizing that we live in a world of visual communication, numerous drawings and charts have been included to assist readers in identifying and understanding many of the concepts which are most frequently encountered when working with clients and other professionals.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9781945424403
Total Pages : 0 pages
Book Rating : 4.4/5 (244 download)
Download or read book The Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 2017-03-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 The new 15th Edition provides comprehensive coverage of the subject, enabling professionals to grasp even the most complex employee benefit and retirement planning processes. It also features: - In-depth plan comparisons, including discussion of plan features, tax implications, and goals from both the employer and employee perspective - Updated information on the new DOL fiduciary rule and how it applies to employers, employees, plan administrators, and individual retirement plan owners - Information on newly proposed regulations covering Form 5500 filings, including new requirements from the IRS, DOL, and PBGC - New material on Professions Employer Organizations (PEOs) - Updated content on the use of ESOPS, including estate planning strategies and the use of look-back provisions. - The latest ACA requirements for individual and group health plans - Detailed discussion of how small business can use the new QSEHRA to reimburse employees for the purchase of individual health coverage
Author : Kim Smith
Publisher : Summit Business Media
ISBN 13 : 0872187438
Total Pages : 238 pages
Book Rating : 4.8/5 (721 download)
Download or read book Truckers written by Kim Smith and published by Summit Business Media. This book was released on 2008 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt: Market-specific insurance and risk control information on Truckers. This is part of the Target Market Series. Includes print and online components. Packaged as a book with accompanying online checklists. This combined print-online format provides easy-to-use material that can easily be taken into the field. Includes information such as : * Industry background * Market profile and key industry groups * Underwriting concerns * Coverage considerations * Industry classification codes * Applicable endorsements * Glossary of common industry terms * Risk control considerations * Coverage checklists
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9780872189874
Total Pages : 0 pages
Book Rating : 4.1/5 (898 download)
Download or read book Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 2009-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended to serve as an easily accessible, up-to-date guide to creative employee benefit and retirement planning for use by financial planners, insurance agents, accountants, attorneys, and other financial services professionals, as well as company managers, personnel departments, and CFP, law, and graduate school students. It covers almost every popular employee business arrangement used in business today. Although special consideration is given to employee benefit arrangements as applied to smaller, closely held businesses, most of the benefits described here are used by both small and large companies, and the same tax and other regulatory rules apply to both. Key Selling Points: helps professionals select the right benefit and compensation package to accomplish employer objectives of recruiting, retaining, and ultimately retiring employees; also helps navigate the increasingly complex legislative and regulatory environment of benefits and compensation, reducing the cost in taxes and penalties to employers and employees; generally follows simplified format (what is the tool or technique, when it is indicated, advantages, disadvantages, tax implications, where to find out more about it, and frequently asked questions and answers) to allow easy comprehension and makes for quick and easy comparisons of different plans; and provides answers and direction on employee benefit and retirement planning issues.
Author : Kenneth W. Rudzinski
Publisher : SLACK Incorporated
ISBN 13 : 1556428758
Total Pages : 201 pages
Book Rating : 4.5/5 (564 download)
Download or read book The Physician's Guide to Avoiding Financial Blunders written by Kenneth W. Rudzinski and published by SLACK Incorporated. This book was released on 2010 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: When was the last time you checked under the hood of your financial plan for life? From this very first question, author Kenneth W. Rudzinski draws you into an action-oriented examination of your complete financial plan, including retirement, investment, estate, asset protection, risk management, and more. The Physician's Guide to Avoiding Financial Blunders expands on Kenneth W. Rudzinski's popular financial and practice management column featured in world-renowned newspapers on ophthalmology, orthopedics, optometry, cardiology and infectious disease. Author Kenneth W. Rudzinski brings his thirty-five years of business and practice management experience directly to you in The Physician's Guide to Avoiding Financial Blunders. This is a dynamic book that provides practicing physicians at various stages of their careers and with varying personal financial means with the tips and tools to avoid the financial disasters that await most people who fail to check the details of their financial plan for life. Organized in a comprehensive and user-friendly format, physicians will embrace and appreciate the information being presented chapter by chapter in an effective point-by-point action plan that will advise "what to do vs what not do" in their personal and professional planning. Some topics covered include: - Investing - common sense lessons on how to avoid the "big mistake" in investing - Retirement - your "timeline" to prepare for the longest "vacation" of your life? - Risk management - avoid the income disaster headed your way? - Asset protection - learn how to defeat predators and creditors before they defeat you - Estate planning - your estate documents may already be extinct - Financial planning - 10 common mistakes--which ones are you making? Appealing to a wide audience, young and old, with a conversational tone and with dozens of humorous anecdotes, all physicians will benefit from reading and applying the tips and advice presented inside The Physician's Guide to Avoiding Financial Blunders. You cannot read this book without finding something in your financial plan for life that needs immediate fixing. The impact is immediate. Be prepared to be challenged to action.
