The Tools and Techniques of Income Tax Planning, 7th Edition

The Tools and Techniques of Income Tax Planning, 7th Edition PDF Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512

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Book Description
With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, 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: 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. New in the 7th Edition: New chapters on the SECURE Act and COVID-19 legislation Details on IRS an DOL regulatory changes Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals Litigation updates Topics Covered: SECURE Act and COVID-19 legislation HSA eligibility Contribution limitations HSA deductions Tax reporting Employer contributions Comparability testing Testing periods Use by self-employed individuals HRAs and FSAs 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 income tax planning and confidently meet their needs.

The Tools and Techniques of Income Tax Planning, 7th Edition

The Tools and Techniques of Income Tax Planning, 7th Edition PDF Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512

Get Book Here

Book Description
With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, 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: 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. New in the 7th Edition: New chapters on the SECURE Act and COVID-19 legislation Details on IRS an DOL regulatory changes Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals Litigation updates Topics Covered: SECURE Act and COVID-19 legislation HSA eligibility Contribution limitations HSA deductions Tax reporting Employer contributions Comparability testing Testing periods Use by self-employed individuals HRAs and FSAs 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 income tax planning and confidently meet their needs.

The Tools & Techniques of Income Tax Planning

The Tools & Techniques of Income Tax Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 338

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Book Description


The Tools and Techniques of Employee Benefit and Retirement Planning

The Tools and Techniques of Employee Benefit and Retirement Planning PDF Author:
Publisher:
ISBN:
Category : Employee fringe benefits
Languages : en
Pages : 586

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Book Description


Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide PDF Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471468487
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!

Getting Started as a Financial Planner

Getting Started as a Financial Planner PDF Author: Jeffrey H. Rattiner
Publisher: John Wiley and Sons
ISBN: 0470885548
Category : Business & Economics
Languages : en
Pages : 376

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Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.

Federal Income Taxation of Banks and Financial Institutions

Federal Income Taxation of Banks and Financial Institutions PDF Author: Stanley I. Langbein
Publisher: Warren Gorham & Lamont
ISBN: 9780791344675
Category : Banks and banking
Languages : en
Pages :

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Book Description


Financial Accounting

Financial Accounting PDF Author: Paul D. Kimmel
Publisher: Wiley
ISBN: 9780470536841
Category :
Languages : en
Pages : 856

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Book Description


Personal Financial Planning

Personal Financial Planning PDF Author: G. Victor Hallman
Publisher: Macgraw-Hill
ISBN: 9780070256415
Category : Business & Economics
Languages : en
Pages : 442

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Book Description
With more than 135,000 copies sold in previous editions, "Personal Financial Planning "has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

Fundamentals of Financial Planning

Fundamentals of Financial Planning PDF Author: Michael A. Dalton
Publisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278

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Book Description


Food and Beverage Cost Control

Food and Beverage Cost Control PDF Author: Lea R. Dopson
Publisher: John Wiley & Sons
ISBN: 1119524997
Category : Technology & Engineering
Languages : en
Pages : 469

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Book Description
Professional foodservice managers are faced with a wide array of challenges on a daily basis. Controlling costs, setting budgets, and pricing goods are essential for success in any hospitality or culinary business. Food and Beverage Cost Control provides the tools required to maintain sales and cost histories, develop systems for monitoring current activities, and forecast future costs. This detailed yet reader-friendly guide helps students and professionals alike understand and apply practical techniques to effectively manage food and beverage costs. Now in its seventh edition, this extensively revised and updated book examines the entire cycle of cost control, including purchasing, production, sales analysis, product costing, food cost formulas, and much more. Each chapter presents complex ideas in a clear, easy-to-understand style. Micro-case studies present students with real-world scenarios and problems, while step-by-step numerical examples highlight the arithmetic necessary to understand cost control-related concepts. Covering everything from food sanitation to service methods, this practical guide helps readers enhance their knowledge of the hospitality management industry and increase their professional self-confidence.