Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512
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
Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512
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.
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512
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
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 338
Book Description
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 338
Book Description
The Tools & Techniques of Charitable Planning
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 402
Book Description
Publisher:
ISBN:
Category : Social Science
Languages : en
Pages : 402
Book Description
The Book on Tax Strategies for the Savvy Real Estate Investor
Author: Amanda Han
Publisher: Biggerpockets Publishing, LLC
ISBN: 9780990711766
Category : Business & Economics
Languages : en
Pages : 191
Book Description
Taxes! Boring and irritating, right? Perhaps. But if you want to succeed in real estate, your tax strategy will play a HUGE role in how fast you grow. A great tax strategy can save you thousands of dollars a year - and a bad strategy could land you in legal trouble. That's why BiggerPockets is excited to introduce its newest book, The Book on Tax Strategies for the Savvy Real Estate Investor! To help you deduct more, invest smarter, and pay far less to the IRS!
Publisher: Biggerpockets Publishing, LLC
ISBN: 9780990711766
Category : Business & Economics
Languages : en
Pages : 191
Book Description
Taxes! Boring and irritating, right? Perhaps. But if you want to succeed in real estate, your tax strategy will play a HUGE role in how fast you grow. A great tax strategy can save you thousands of dollars a year - and a bad strategy could land you in legal trouble. That's why BiggerPockets is excited to introduce its newest book, The Book on Tax Strategies for the Savvy Real Estate Investor! To help you deduct more, invest smarter, and pay far less to the IRS!
1040 Quickfinder Handbook
Author: Practitioners Publishing Co. Staff
Publisher:
ISBN: 9780764628252
Category :
Languages : en
Pages :
Book Description
Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.
Publisher:
ISBN: 9780764628252
Category :
Languages : en
Pages :
Book Description
Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.
Tools & Techniques of Income Tax Planning
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872186941
Category : Income tax
Languages : en
Pages : 0
Book Description
Publisher:
ISBN: 9780872186941
Category : Income tax
Languages : en
Pages : 0
Book Description
The Tools & Techniques of Financial Planning
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256
Book Description
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256
Book Description
Contemporary Tax Practice
Author: John O. Everett
Publisher: CCH
ISBN: 9780808018650
Category : Business & Economics
Languages : en
Pages : 704
Book Description
Contemporary Tax Practice: Research, Planning and Strategies will change the way you teach your tax research course, and the way future professionals learn how to perform tax research. This all new text provides a solid foundation of tax research skills by teaching the nuances of conducting tax research in today's environment. The book then provides exposure to frequently encountered tax planning topics and strategies, better preparing users for their future in tax practice.
Publisher: CCH
ISBN: 9780808018650
Category : Business & Economics
Languages : en
Pages : 704
Book Description
Contemporary Tax Practice: Research, Planning and Strategies will change the way you teach your tax research course, and the way future professionals learn how to perform tax research. This all new text provides a solid foundation of tax research skills by teaching the nuances of conducting tax research in today's environment. The book then provides exposure to frequently encountered tax planning topics and strategies, better preparing users for their future in tax practice.
Tax Planning for Family Wealth Transfers
Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166
Book Description
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166
Book Description
Best Zero Tax Planning Tools
Author: Tim Voorhees
Publisher: Lulu.com
ISBN: 9781105920523
Category : Business & Economics
Languages : en
Pages : 134
Book Description
Zero Tax Planning involves the integration of proven charitable and non-charitable tools. Such planning can help most taxpayers minimize taxes, improve lifetime income, increase transfers to family members, and augment charitable giving potential. This book reveals a time-tested covenantal process used to implement hundreds of zero tax plans while helping clients identify more planning resources, crystalize their purpose statements, unite their advisers, clarify their values, select and customize the best planning tools, and prepare heirs to perpetuate a meaningful legacy. The final chapters share practical case studies. Appendices summarize the most common tools, services, adviser roles, and planning questions.
Publisher: Lulu.com
ISBN: 9781105920523
Category : Business & Economics
Languages : en
Pages : 134
Book Description
Zero Tax Planning involves the integration of proven charitable and non-charitable tools. Such planning can help most taxpayers minimize taxes, improve lifetime income, increase transfers to family members, and augment charitable giving potential. This book reveals a time-tested covenantal process used to implement hundreds of zero tax plans while helping clients identify more planning resources, crystalize their purpose statements, unite their advisers, clarify their values, select and customize the best planning tools, and prepare heirs to perpetuate a meaningful legacy. The final chapters share practical case studies. Appendices summarize the most common tools, services, adviser roles, and planning questions.