This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

Tools & Techniques of Income Tax Planning

Business & Money

Leimberg, Stephan R.

Jackson, Michael S.

Gardner, Randy

Accounting

The National Underwriter Company

Ringlander: The Path and the Way

Literature & Fiction

Genre Fiction

Michael S. Jackson

The Tools &amp; Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

The Tools & Techniques of Financial Planning

Doyle, Robert J., Jr.

Satinsky, Martin J.

Finance

Natl Underwriter Co

The Tools &amp; Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

Tools & Techniques of Financial Planning 11th edition (Tools and Techniques of Financial Planning)

Doyle, Robert J.

Insurance

Tools & Techniques of Income Tax Planning 5th edition

Katz, Jay

Part of the popular Tools &amp; Techniques Series and Leimberg Library, the 12th Edition of The Tools &amp; Techniques of Financial Planning continues to cover the core components of financial planning, as well as income tax planning, risk management, insurance planning, and legal issues that are important to financial planners. Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools &amp; Techniques of Financial Planning, 12th Edition, features: - Client-oriented materials that place the emphasis on the planner’s relationship with the client - Technologies that can be used to assess—and work with—the client’s individual financial goals and behavioral characteristics - In-depth coverage of issues that can affect a client’s financial goals, such as healthcare reform, long-term care planning, and tax law changes - Planning techniques for clients with special needs and circumstances, such as aging, disability issues, elder care scenarios, and nontraditional relationships. - Highlights of the 12th Edition - A new chapter on wills and trusts—covering the basics of both types of instruments for financial planners, who are not lawyers, yet need to know the essentials of how both types of tools are designed and put into practice - A new chapter on selecting the right fiduciaries—explaining the roles played by attorneys, trustees, accountants, and other professionals who help to make up the client’s planning team - Newly updated tax information—providing the latest rates and planning strategies for long-term financial planning goals, including major purchases, education, and retirement funding - Content throughout that is more tightly connected to the CFP Boar’s Principal Topics and ethical requirements for CFPs

The Tools & Techniques of Financial Planning, 12th Edition (Tools and Techniques of Financial Planning)

Leimberg, Stephan

With the passage of the far-reaching Tax Cuts and Jobs Act of 2017, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. The new 6th Edition of The Tools &amp; Techniques of Income Tax Planning provides all of that in abundance. All chapters have been completely updated to reflect the many changes brought about by the Tax Act.
New and revised material includes:
<ul>
 <li>A chapter on Section 199A Qualified Business Income Deduction for pass-through entities </li>
 <li>Tax treatment of spousal support payments mandated by divorce and separation agreements </li>
 <li>Updated AMT calculations </li>
 <li>Information on accounting methods and depreciation rules </li>
 <li>Like-kind exchanges and Opportunity Zone investments </li>
 <li>And much more!</li>
</ul>
And, as with the first five editions of this valuable resource, readers benefit from:
<ul>
 <li>Detailed explanations of complex real-world tax issues </li>
 <li>Easy-to-read explanations of how various tax strategies work and when they should and should not be employed </li>
 <li>Clear, thorough examples that show exactly when certain tax rules apply, and how planners can help their clients avoid “tax traps” that can lead to unexpected and unnecessary tax liability </li>
 <li>Comprehensive explanation of investment-related tax concepts which help investors and planners devise tax-efficient strategies </li>
 <li>Thoughtful, independent advice about the best strategies for specific situations</li>
 
</ul>
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.

Tools & Techniques of Income Tax Planning 6th edition

Scroggin, John J

Keebler, Robert S

Business

Part of the popular Tools &amp; Techniques Series and Leimberg Library, the 13th Edition of The Tools &amp; Techniques of Financial Planning covers all aspects of financial planning, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of the products being offered.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools &amp; Techniques of Financial Planning features:
<ul>
<li>Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, health cost management, and estate planning and tax issues</li>
<li>In-depth discussions of fundamental concepts like time value of money, business law, and economic principles</li>
<li>Ethical and practice standards for major professional organizations in the financial planning field</li>
<li>Helpful examples show how concepts apply for real-world planning scenarios</li>
<li>Detailed citations that provide jumping off points for more detailed research needs</li>
</ul>
 New in the 13th Edition:
<ul>
<li>Updated tax and accounting information, including the 2017 Tax Cuts and Jobs Act</li>
<li>Expanded coverage of practice standards and ethical considerations, including the new ethical rules for the CFP Board</li>
<li>Updated insurance and risk management content, including the new commercial flood program</li>
<li>Newly revised health insurance and health cost management topics cover the current marketplace for individuals and small businesses</li>
<li>New chapter on state best interest requirements, including New York's Section 187</li>
</ul>
 Topics Covered:
<ul>
<li>Principles and Processes of Financial Planning</li>
<li>Education and Retirement Planning</li>
<li>Tax and Investment Issues</li>
<li>Estate Planning</li>
<li>The Planner-Client Relationship</li>
<li>Practice Standards and Ethical Considerations</li>
<li>Ethical Rules for the CFP Board</li>
<li>Financial Planning Goals</li>
<li>Planning for Special Needs</li>
<li>Financial Planning Fundamentals</li>
<li>Cash and Budget Management</li>
<li>Credit and Debt Management</li>
<li>Time Value of Money and Quantitative Analysis</li>
<li>Legal Issues</li>
<li>Wills and Trusts</li>
<li>Related Disciplines</li>
<li>Risk Management and Insurance</li>
<li>Health, Disability, and Long-Term Care Insurance</li>
<li>State Best Interest Requirements</li>
<li>And More! See the “Table of Contents” section for a full list of topics</li>
</ul>
 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 financial planning and confidently meet their needs.

The Tools & Techniques of Financial Planning, 13th Edition (Tools and Techniques of Financial Planning)

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:&nbsp; <ul> <li>Help your clients successfully navigate the latest income tax rules and regulations;</li> <li>Quickly simplify the tax aspects of complex planning strategies; and</li> <li>Confidently advise your individual clients as well as small- and medium-size business owners.</li> </ul> New in the 7th&nbsp;Edition: <ul> <li>New chapters on the SECURE Act and COVID-19 legislation</li> <li>Details on IRS an DOL regulatory changes</li> <li>Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules</li> <li>Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals</li> <li>Litigation updates</li> </ul> Topics Covered: <ul> <li>SECURE Act and COVID-19 legislation</li> <li>HSA eligibility</li> <li>Contribution limitations</li> <li>HSA deductions</li> <li>Tax reporting</li> <li>Employer contributions</li> <li>Comparability testing</li> <li>Testing periods</li> <li>Use by self-employed individuals</li> <li>HRAs and FSAs</li> <li>And more! See the "Table of Contents" section for a full list of topics</li> </ul> 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, 7th Edition

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