Publisher's Synopsis
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
