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2020 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

  • ID: 4900496
  • Book
  • December 2019
  • Region: United States
  • 752 Pages
  • ALM Media, LLC

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
Note: Product cover images may vary from those shown
Randy L. Zipse
Donald Cady
Note: Product cover images may vary from those shown