2019 Tax Facts on Insurance and Employee Benefits, Vol 1 And 2

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ISBN 13 : 9781949506259
Total Pages : 2040 pages
Book Rating : 4.5/5 (62 download)

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Book Synopsis 2019 Tax Facts on Insurance and Employee Benefits, Vol 1 And 2 by : Robert Bloink

Download or read book 2019 Tax Facts on Insurance and Employee Benefits, Vol 1 And 2 written by Robert Bloink and published by . This book was released on 2018-12-13 with total page 2040 pages. Available in PDF, EPUB and Kindle. Book excerpt: Authoritative and easy-to-use, 2019 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout. Organized in a convenient Q&A format to speed you to the information you need, 2019 Tax Facts on Insurance & Employee Benefits delivers the latest guidance on: Estate & Gift Tax Planning Life Insurance Health Insurance including Health Care Reform Long-Term Care Insurance Annuities Federal Income Taxation Traditional IRAs and Roth IRAs HSAs Capital Gains, Qualifying Dividends Non-qualified Deferred Compensation Under IRC Section 409A And much more! Highlights of this new, 2019 edition include: Changes to individual retirement plans as a result of the act The large increases in estate exemptions and planning opportunities as a result Discussion of the 199A regs and their implications for individuals and small businesses A totally new section on Social Security planning strategies Revision of all tax changes from the Act that relate to any TF questions

2023 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2)

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ISBN 13 : 9781954096660
Total Pages : 0 pages
Book Rating : 4.0/5 (966 download)

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Book Synopsis 2023 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) by : ROBERT. BLOINK

Download or read book 2023 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) written by ROBERT. BLOINK and published by . This book was released on 2022-11-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: With thousands of easy-to-use Q&As that cover the most critical topics, Tax Facts helps advisers of all kinds understand the tax implications of the recommendations that they make for their clients. Insurance and employee benefits are complicated tools that each carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area. This two-volume edition features: Thousands easy-to-read Q&As that comprehensively cover all aspects of insurance and employee benefits tax issues Practical advice for any professional, including in-house HR professionals, insurance producers and third-party advisers Detailed explanations of the various types of insurance products and employee benefits that are most commonly used by individuals and businesses Practice Points give concise advice on how to handle real-world issues Having the right tax information helps avoid problems before they become costly mistakes, as well as correct problems when they do occur New in the 2023 Edition: Changes based on the Inflation Reduction Act, including how to prepare clients for the $80 billion in IRS funding dollars, the credit for depreciable alternative fuel vehicle refueling property, and the nonbusiness energy property tax credit. A new section on remote workforce, discussion of whether employers should permit remote work arrangements, the effect of remote work arrangements on health insurance coverage and the Family and Medical Leave Act, and whether an employer can require an employee to sign a non-compete agreement. Discussion of proposed RMD Regulations, including rules on designated beneficiaries, multiple designated beneficiaries and spousal beneficiaries An update on the Consolidated Appropriations Act of 2022, which extended the CARES Act so that HDHPs could provide first-dollar telehealth services through December, 2022 Analysis of the Second Circuit's decision in United States v. Greebel, where a retirement account did not fall into the exception to the general rule that all property can be accessed as restitution in a criminal case Review of IRS guidance to allow employers to rehire certain pension plan participants who retired and began receiving plan benefits Discussion of Ninth Circuit and Texas District Court cases that placed limits on FBAR penalties Information on the IRS's proposed rules on multiple employer plan notices Review of the latest regulations under the 2019 Tax Certainty and Disaster Relief Act. Topics Covered: Annuities and life insurance products ERISA regulations for employee benefit plans Health and Long-term care insurance Disclosure and record-keeping requirements Qualified and nonqualified compensation plans Defined contribution and defined benefit deferred compensation plans Funded and unfunded plans PBGC requirements Estate, gift tax consequences And More! See the "Table of Contents" section for a full list of topics

2021 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2)

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Publisher :
ISBN 13 : 9781949506877
Total Pages : 2064 pages
Book Rating : 4.5/5 (68 download)

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Book Synopsis 2021 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) by : ROBERT. BLOINK

Download or read book 2021 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) written by ROBERT. BLOINK and published by . This book was released on 2020-12-14 with total page 2064 pages. Available in PDF, EPUB and Kindle. Book excerpt: Insurance and employee benefits each carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area. Tax Facts on Insurance & Employee Benefits is your source for tax information as it relates to these two critical business and financial planning areas, showing how tax law and regulations are pertinent to insurance, employee benefit, and financial planning practices. With thousands of easy-to-use questions & answers, Tax Facts helps advisers understand the tax implications of the recommendations that they make for their clients. This two-volume edition features: Thousands of easy-to-read Q&As that comprehensively cover all aspects of insurance and employee benefits tax issues Practical advice for any professional, including financial planners, in-house HR professionals, insurance producers, and third-party advisers Detailed explanations of the various types of insurance products and employee benefits that are most commonly used by individuals and businesses Practice points that give concise advice on how to handle real-world tax issues Tax information to help avoid problems before they become costly mistakes, as well as correct problems when they do occur New in the 2021 Edition: Extensive coverage of the effect of the SECURE Act on qualified plans, including new RMD rules, new rules on inherited IRAs, and contributions beyond age 72 Complete updates on the legal and regulatory changes related to the CARES Act Updated paid leave requirements under the Families First Coronavirus Response Act Updated withholding and employment tax requirements Complete set of updated inflation number adjustments Updated inflation number projections Topics Covered: The effect of the SECURE Act Legal and regulatory changes related to the CARES Act Legal and regulatory changes related to the Families First Coronavirus Response Acts Annuities and life insurance products ERISA regulations for employee benefit plans Health insurance, including Healthcare Reform Long-term care insurance Disclosure and recordkeeping requirements Qualified and nonqualified compensation plans Defined contribution and defined benefit deferred compensation plans Funded and unfunded plans PBGC requirements Estate and gift tax planning and consequences And More! See the "Table of Contents" section for a full list of topics

2022 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2)

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Publisher :
ISBN 13 : 9781954096301
Total Pages : 2112 pages
Book Rating : 4.0/5 (963 download)

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Book Synopsis 2022 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) by : ROBERT. BLOINK

Download or read book 2022 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) written by ROBERT. BLOINK and published by . This book was released on 2021-12-16 with total page 2112 pages. Available in PDF, EPUB and Kindle. Book excerpt: Insurance and employee benefits each carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area. Tax Facts on Insurance & Employee Benefits is your source for tax information as it relates to these two critical business and financial planning areas, showing how tax law and regulations are pertinent to insurance, employee benefit, and financial planning practices. With thousands of easy-to-use questions & answers, Tax Facts helps advisers understand the tax implications of the recommendations that they make for their clients. This two-volume edition features: Thousands of easy-to-read Q&As that comprehensively cover all aspects of insurance and employee benefits tax issues Practical advice for any professional, including financial planners, in-house HR professionals, insurance producers, and third-party advisers Detailed explanations of the various types of insurance products and employee benefits that are most commonly used by individuals and businesses Practice points that give concise advice on how to handle real-world tax issues Tax information to help avoid problems before they become costly mistakes, as well as correct problems when they do occur New in the 2022 Edition: A new section on the Report of Foreign Bank and Financial Accounts (FBAR) requirements, including who is subject to FBAR requirements and which types of accounts must be reported. A new section on PFICs (passive foreign investment companies), including when a foreign corporation will be classified as a PFIC and the tax treatment of U.S. shareholders in a PFIC. A new section on CFCs (controlled foreign corporations) discussing when a U.S. shareholder is subject to immediate taxation and ways to avoid CFC status. Complete updates due to COVID-19, including the extension of the 60-day COBRA election window Discussion of an interim final rule by the PBGC implementing the special financial assistance rule for multiemployer pension plans in the American Rescue Plan Act. Coverage of the tax implications of the expanded and enhanced Child Tax Credit for the 2021 tax year. Updates on how the SECURE Act now allows employers to adopt retirement plans after the close of the employer's tax year. Topics Covered: Annuities and life insurance products ERISA regulations for employee benefit plans Health and Long-term care insurance Disclosure and record-keeping requirements Qualified and nonqualified compensation plans Defined contribution and defined benefit deferred compensation plans Funded and unfunded plans PBGC requirements Estate, gift tax consequences And More! See the "Table of Contents" section for a full list of topics

Tax Facts on Insurance and Employee Benefits

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ISBN 13 : 9780872186781
Total Pages : 1114 pages
Book Rating : 4.1/5 (867 download)

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Book Synopsis Tax Facts on Insurance and Employee Benefits by : National Underwriter Company Staff

Download or read book Tax Facts on Insurance and Employee Benefits written by National Underwriter Company Staff and published by . This book was released on 2006 with total page 1114 pages. Available in PDF, EPUB and Kindle. Book excerpt:

2020 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2)

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Author :
Publisher :
ISBN 13 : 9781949506808
Total Pages : 0 pages
Book Rating : 4.5/5 (68 download)

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Book Synopsis 2020 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) by : Robert Bloink

Download or read book 2020 Tax Facts on Insurance and Employee Benefits (Volumes 1 And 2) written by Robert Bloink and published by . This book was released on 2019-12-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Insurance and employee benefits each carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area. Tax Facts on Insurance & Employee Benefits is your source for tax information as it relates to these two critical business and financial planning areas, showing how tax law and regulations are pertinent to insurance, employee benefit, and financial planning practices. With thousands of easy-to-use Q&As, Tax Facts helps advisers understand the tax implications of the recommendations that they make for their clients. This two-volume edition features: Thousands of easy-to-read Q&As that comprehensively cover all aspects of insurance and employee benefits tax issues Practical advice for any professional, including financial planners, in-house HR professionals, insurance producers, and third-party advisers Detailed explanations of the various types of insurance products and employee benefits that are most commonly used by individuals and businesses Practice points that give concise advice on how to handle real-world tax issues Tax information to help avoid problems before they become costly mistakes, as well as correct problems when they do occur New in the 2020 Edition: Answers to questions covering the new Individual Coverage HRAs (ICHRAs) New rules on reporting requirements for insurance policy sales under the 2017 Tax Act Updated coverage of deductibility premium payments paid pursuant to divorce and separation agreements Expanded coverage of trust-owned life insurance policies Updated rules for determining compensation for nondiscrimination testing New content on documentation requirements for pre- and post-mortem distributions from qualified plans The effect of HRAs and QSEHRAs Updated deductible values, cost-sharing limits, wellness program information, and Federal Poverty Guidelines Changes in the employer mandate to offer coverage and the penalty for not meeting affordability requirements The effect of the individual mandate repeal A 2020 update on related taxes, such as tanning bed tax, the additional Medicare tax, medical device tax, and Medicare tax on investment income of 3.8%, and the continuing delay in implementation of the Cadillac Tax Updated inflation number projections Topics Covered: Annuities and life insurance products ERISA regulations for employee benefit plans Health insurance, including Healthcare Reform Long-term care insurance Disclosure and recordkeeping requirements Qualified and nonqualified compensation plans Defined contribution and defined benefit deferred compensation plans Funded and unfunded plans PBGC requirements Estate and gift tax planning and consequences Traditional IRAs and Roth IRAs And More! See the "Table of Contents" section for a full list of topics

Tax Facts on Insurance & Employee Benefits 2 Volume Set

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Publisher :
ISBN 13 : 9781938130687
Total Pages : 726 pages
Book Rating : 4.1/5 (36 download)

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Book Synopsis Tax Facts on Insurance & Employee Benefits 2 Volume Set by : Robert Bloink

Download or read book Tax Facts on Insurance & Employee Benefits 2 Volume Set written by Robert Bloink and published by . This book was released on 2012-11-15 with total page 726 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Facts on Insurance & Employee Benefits

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Publisher :
ISBN 13 :
Total Pages : 1114 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Tax Facts on Insurance & Employee Benefits by :

Download or read book Tax Facts on Insurance & Employee Benefits written by and published by . This book was released on 2009 with total page 1114 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Facts on Insurance and Employee Benefits

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ISBN 13 : 9781936362554
Total Pages : 0 pages
Book Rating : 4.3/5 (625 download)

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Book Synopsis Tax Facts on Insurance and Employee Benefits by : Steven A. Meyerowitz

Download or read book Tax Facts on Insurance and Employee Benefits written by Steven A. Meyerowitz and published by . This book was released on 2011-11-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Tax Facts on Insurance and Employee Benefits

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ISBN 13 : 9780872189904
Total Pages : 0 pages
Book Rating : 4.1/5 (899 download)

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Book Synopsis Tax Facts on Insurance and Employee Benefits by : Deborah A. Miner

Download or read book Tax Facts on Insurance and Employee Benefits written by Deborah A. Miner and published by . This book was released on 2010 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax Facts on Insurance & Employee Benefits is for financial services professionals in all realms of financial, insurance, business, employee benefit, and estate planning who need to be knowledgeable on the federal taxation of financial services products and plans. It is an unrivaled source that covers universal life, rollovers, Section 1035 exchanges, nonqualified deferred compensation (NQDC), health insurance, business insurance, and life insurance. Discover the ins and outs of pension plans, tax-favored annuities, IRAs, cafeteria plans, profit sharing plans, 401(k) plans, SIMPLE plans, Roth IRAs, and more. Discover charts and tables covering a comprehensive range of topics including RMD factors, IRC sections cited, annuity calculations and moreall designed to provide competitive advantage and measurable results. It is updated annually and contains targeted and useful practitioners pointers. Key Selling Points: quick reference Q&A format and extensive; exclusive Guidex provides easy access; organized and written with busy practitioners in mind; Starting Points and Navigators deliver time-saving roadmaps of relevant questions for major topics; Planning Points provide practical guidance from leading practitioners to capture profitable opportunities for advisors and their clients; and text is fully cited to legal authority, providing third party credibility for other advisors

2018 Tax Facts on Insurance and Employee Benefits

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ISBN 13 : 9781945424847
Total Pages : 0 pages
Book Rating : 4.4/5 (248 download)

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Book Synopsis 2018 Tax Facts on Insurance and Employee Benefits by : Robert Bloink

Download or read book 2018 Tax Facts on Insurance and Employee Benefits written by Robert Bloink and published by . This book was released on 2017-12-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Authoritative and easy-to-use, 2018 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout. Students are entitled to a 15% discount on this resource. Please enter COUPON CODE 15TF in the Discount Code Box after you place the item in your shopping cart. Organized in a convenient Q&A format to speed you to the information you need, 2018 Tax Facts on Insurance & Employee Benefits delivers the latest guidance on: » Estate & Gift Tax Planning » Life Insurance » Health Insurance including Health Care Reform » Long-Term Care Insurance » Annuities » Federal Income Taxation » Traditional IRAs and Roth IRAs » HSAs » Capital Gains, Qualifying Dividends » Non-qualified Deferred Compensation Under IRC Section 409A » And much more! Highlights of this new, 2018 edition include: - » New chapter on Life Insurance Trusts and expanded coverage and revision of Long Term Care questions » Comparison questions and chart comparing various plans: 401(k); SIMPLE IRA; SEP, etc. » New questions on the DOL Fiduciary Rule » 2018 inflation-adjusted numbers » Numerous Planning Points and examples

TAX FACTS ON INSURANCE & EMPLOYEE BENEFITS 2024

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ISBN 13 : 9781588528315
Total Pages : 0 pages
Book Rating : 4.5/5 (283 download)

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Book Synopsis TAX FACTS ON INSURANCE & EMPLOYEE BENEFITS 2024 by : ROBERT. BLOINK

Download or read book TAX FACTS ON INSURANCE & EMPLOYEE BENEFITS 2024 written by ROBERT. BLOINK and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

2019 Tax Facts on Individuals and Small Business

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ISBN 13 : 9781949506297
Total Pages : 672 pages
Book Rating : 4.5/5 (62 download)

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Book Synopsis 2019 Tax Facts on Individuals and Small Business by : Robert Bloink

Download or read book 2019 Tax Facts on Individuals and Small Business written by Robert Bloink and published by . This book was released on 2018-12-19 with total page 672 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2019 Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today's often complex tax rules. It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals. Organized in a convenient Q&A format to speed you to the information you need, 2019 Tax Facts on Individuals & Small Business delivers guidance on: Healthcare, including new questions on the small employer mandate Home Office Contractor vs. Employee Business Deductions and Losses Business Life Insurance Small Business Valuation Small Business Entity Choices Accounting And this book also delivers clear, concise, and highly practical guidance on: Federal Income Tax Deductions Exemptions Tax Credits Highlights of this new, 2019 edition include: Revision of all Tax Facts questions dealing with new Tax Reform Act from bare bones discussion to planning strategies Discussion of the qualified business deduction as it relates to choice of entity Discussion of the elimination of most itemized deductions for individuals and small businesses Inflation adjusted numbers for 2019. Many of the numbers were not available at time of publication\Projected numbers are provided and noted as such where not available. Tax Facts at a Glance cards will be available in each edition

2016 Tax Facts on Insurance & Employee Benefits

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ISBN 13 : 9781941627808
Total Pages : 0 pages
Book Rating : 4.6/5 (278 download)

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Book Synopsis 2016 Tax Facts on Insurance & Employee Benefits by : Robert Bloink

Download or read book 2016 Tax Facts on Insurance & Employee Benefits written by Robert Bloink and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Authoritative and easy-to-use, 2016 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.

2007 Tax Facts on Insurance and Employee Benefits

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Publisher :
ISBN 13 : 9780872189003
Total Pages : 0 pages
Book Rating : 4.1/5 (89 download)

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Book Synopsis 2007 Tax Facts on Insurance and Employee Benefits by : National Underwriter Company Staff

Download or read book 2007 Tax Facts on Insurance and Employee Benefits written by National Underwriter Company Staff and published by . This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

2015 Tax Facts on Insurance and Employee Benefits

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Publisher :
ISBN 13 : 9781941627143
Total Pages : 0 pages
Book Rating : 4.6/5 (271 download)

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Book Synopsis 2015 Tax Facts on Insurance and Employee Benefits by : Robert Bloink

Download or read book 2015 Tax Facts on Insurance and Employee Benefits written by Robert Bloink and published by . This book was released on 2014-11-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Authoritative and easy-to-use, 2015 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.

Tax Facts on Insurance & Employee Benefits 2009

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ISBN 13 : 9780872189690
Total Pages : 0 pages
Book Rating : 4.1/5 (896 download)

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Book Synopsis Tax Facts on Insurance & Employee Benefits 2009 by : Underwriter Tax &. Financial P National

Download or read book Tax Facts on Insurance & Employee Benefits 2009 written by Underwriter Tax &. Financial P National and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tax Facts on Insurance & Employee Benefits is for financial services professionals in all realms of financial, insurance, business, employee benefit, and estate planning who need to be knowledgeable on the federal taxation of financial services products and plans. It is an unrivaled source that covers universal life, rollovers, Section 1035 exchanges, nonqualified deferred compensation (NQDC), health insurance, business insurance, and life insurance. Discover the ins and outs of pension plans, tax-favored annuities, IRAs, cafeteria plans, profit sharing plans, 401(k) plans, SIMPLE plans, Roth IRAs, and more. Discover charts and tables covering a comprehensive range of topics including RMD factors, IRC sections cited, annuity calculations and moreall designed to provide competitive advantage and measurable results. It is updated annually and contains targeted and useful practitioners pointers. Key Selling Points: quick reference Q&A format and extensive; exclusive Guidex provides easy access; organized and written with busy practitioners in mind; Starting Points and Navigators deliver time-saving roadmaps of relevant questions for major topics; Planning Points provide practical guidance from leading practitioners to capture profitable opportunities for advisors and their clients; and text is fully cited to legal authority, providing third party credibility for other advisors