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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 benefitsNumerous drawings and charts to assist readers in identifying and understanding many of the concepts most frequently encountered when working with clients and other professionalsCross-references to 2020 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare FactsBaseline information needed to prepare an analysis and proposal for your client (?Information Required For Analysis & Proposal?) and extensive footnotes to support further research needsTerms & concepts with expanded discussions of the materials previously referred to in the text and footnotesAnd more!New in the 2020 Edition:Updated asset protection strategiesNew information on Employer-owned Life Insurance (EOLI) and insurance strategies for key employeesUpdated information on state inheritance taxes by jurisdictionNew section on IRA inheritance planningUpdated education planning strategiesNewly revised information on estate tax deferral strategies under Section 6166Updated DOL and SEC fiduciary rulesNew information covering nonqualified executive benefitsTopics Covered:Estate, gift, and income tax planning strategiesBusiness valuations and transfersEmployee compensation and benefit planningAsset protection strategiesInsurance products and risk management techniquesSocial Security, Medicare, and Medicaid eligibility and benefitsFringe benefitsTrust structures and trust planningCorporations and pass-through entitiesAnd More! See the ?Table of Contents? section for a full list of topics