Book by Stephan R Leimberg, Martin J. Satinsky, Robert T. LeClair

The Tools & Techniques of Financial Planning

Business & Money

Stephan R. Leimberg

Martin. J. Satinsky

Robert T. LeClair

Economics

NUlaw Services, National Underwriter Co

The Tools & Techniques of Income Tax Planning (The Tools & Techniques Series)

The Tools & Techniques of Income Tax Planning

Tax Law

Natl Underwriter Co

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools &amp; Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes. Ideal for: Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and Students, Law Offices, CPA firms, Insurance Agents, Para-professionals

Tools & Techniques of Financial Planning 7th edition

Michael S. Jackson

Jr. Doyle

Robert, J.

Insurance

National Underwriter Company

Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)

Investing

Personal Finance

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.

The Tools & Techniques of Income Tax Planning, 4th Edition (Leimberg Library: Tools & Techniques)

Randy Gardner

Jay Katz

Finance

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

Robert J. Doyle

Stephan Leimberg

The National Underwriter Company

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Books by Martin. J. Satinsky