Download or read book Estate and Retirement Planning for Employee Benefits written by Carolyn S. Nestingen and published by . This book was released on 1984 with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book 2020 Field Guide Estate Retirement Planning Business Planning Employee Benefits written by Randy L. Zipse and published by . This book was released on 2019-12-19 with total page 752 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book The Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 2017-03-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Employee Benefit and Retirement Planning, 15th Edition, applies the trusted "Tools & Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes. Written and edited by these renowned experts in the retirement planning field, The Tools & Techniques of Employee Benefit and Retirement Planning is the authoritative but easy-to-follow resource you can rely on: Author: Stephan R. Leimberg Executive Editors: John J. McFadden, and C. Frederick Reish The new 15th Edition provides comprehensive coverage of the subject, enabling professionals to grasp even the most complex employee benefit and retirement planning processes. It also features: - In-depth plan comparisons, including discussion of plan features, tax implications, and goals from both the employer and employee perspective - Updated information on the new DOL fiduciary rule and how it applies to employers, employees, plan administrators, and individual retirement plan owners - Information on newly proposed regulations covering Form 5500 filings, including new requirements from the IRS, DOL, and PBGC - New material on Professions Employer Organizations (PEOs) - Updated content on the use of ESOPS, including estate planning strategies and the use of look-back provisions. - The latest ACA requirements for individual and group health plans - Detailed discussion of how small business can use the new QSEHRA to reimburse employees for the purchase of individual health coverage
Download or read book 2019 Field Guide Estate and Retirement Planning Business Planning and Employee Benefits written by Randy L. Zipse and published by . This book was released on 2018-12-12 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including: Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbers Life insurance concepts and creative ways to use it in retirement and estate planning Detailed employee benefits discussion for both employees and employers Trust planning, including saving for college, special needs and charities Social Security planning to maximize benefits Practical information on doing retirement and estate planning with blended families End-of-life directives Powers of attorney Small business succession planning Reference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics: Trust decanting Disability buy out plans Domestic partners Dynasty trust Stock options Opportunity zones under the Tax Reform Act Qualified business income deduction under the Tax Reform Act Updated content on C Corporations and S Corporations This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!
Download or read book Field Guide 2006 written by Donald F. Cady and published by . This book was released on 2006 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Retirement Planning and Employee Benefits for Financial Planners written by Michael A. Dalton and published by . This book was released on 2018 with total page 874 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Life and Death Planning for Retirement Benefits written by Natalie B. Choate and published by . This book was released on 1996 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Tools and Techniques of Employee Benefits and Retirement Planning 18th Edition written by STEPHAN. LEIMBERG and published by . This book was released on 2023-06-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explore all aspects of employee compensation and benefits with The Tools & Techniques of Employee Benefit and Retirement Planning. This must-have resource provides real-world examples of compensation options, healthcare, life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected consequences of different planning approaches. Each approach is explained in clear, easy-to-understand language that takes you through the legal and regulatory requirements for instituting and maintaining benefits while also explaining the tax consequences of different approaches. For those looking to learn more about employee benefits and retirement planning topics, this book additionally includes detailed references to source material to provide jumping-off points for conducting deeper research. Fundamentals of Writing a Financial Plan, Second Edition provides a totally revised and unique approach to helping aspiring financial planners write a comprehensive financial plan. The book outlines how the CFP Board of Standards, Inc. 7-step planning process can be applied when writing a comprehensive financial plan for an individual or family. The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more--but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case--the Hubble family. What's New: An updated chapter on COVID-19 related tax changes for employee benefit plans Updates resulting from the SECURE Act Employee retention credit under the CARES Act New details on use and rollover of medical and dependent care FSA plans Updated ERISA compliance and reporting requirements, including Form 5500 information Updated materials that address CFP Board's new Client Psychology learning outcomes. Videos that can be used to illustrate client communication and counseling techniques. Revised and expanded test bank. Updated Excel package. Key Highlights: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning approaches that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material. Describes all aspects of employee benefits planning Contains detailed discussions surrounding the relevant planning considerations, regulatory requirements, and tax consequences for each topic Includes benefits that can be used for all types of employees, including full- and part-time employees, entry- and mid-level employees, temporary employees, and executives Explains both qualified and unqualified benefits Outlines both immediate and deferred compensation strategies Describes important regulatory and tax considerations for employee benefits such as healthcare, employer-provided life insurance, and retirement plans Topics Covered: Brief descriptions of the benefit planning tool or technique being discussed. Summaries of the client situations where the particular technique is most often beneficial, including the advantages and disadvantages of each technique. Design features of the technique and the planning options that are available. Tax implications describe the federal income, estate and payroll tax implications of the technique to both employer and employee; some state tax aspects are also noted where appropriate. ERISA and other compliance requirements summarizes the ERISA reporting and disclosure, funding, and other non-tax federal regulatory requirements. Instructions on how to install the plan provides a summary of the steps that must be taken for an employer to adopt and implement the plan. "Where Can I Find Out More?" provides a list of references for further study and information. "Frequently Asked Questions" discusses some specific problems (and their solutions) that are often encountered by planners in connection with the benefit plan.CFP Board's 7-step financial planning process. Step-by-step guide to formulating a financial plan and presenting it to a client. Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning. Comprehensive Hubble case.
Download or read book Field Guide to Estate Planning Business Planning Employee Benefits written by Donald F. Cady and published by . This book was released on 2002 with total page 556 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book 2024 FIELD GUIDE written by RANDY L. ZIPSE and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book 2017 Field Guide to Estate Planning written by RANDY L J D. ZIPSE and published by . This book was released on 2016-12-20 with total page 704 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2017 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning. Key topics and features include: - Estate tax planning concepts, along with charts, rates, exemptions, 2017 inflation adjusted numbers; - Life insurance concepts and creative ways to use it in retirement and estate planning - Detailed employee benefits discussion for both employees and employers - Trust planning, including saving for college, special needs and charities - Reference tables, such as Mortality Tables, 2017 Income Tax Rates, RMD Rates, Present and Future Valuation Tables With this very user-friendly resource, you'll be able to: - Make the clearest presentations to clients - based on current data, laws and policies - Engage and educate clients with easy-to-understand illustrations that present concepts simply and understandably - Speed your own research and preparation using handy checklists, cross references and summaries The 2017 edition of Field Guide is updated with these key updates and enhancements: - New retirement planning techniques, such as "multi generational split dollar insurance, " 1035 exchanges of life insurance and annuities, and "sequencing of returns" to maximize IRA distributions - Coverage of the DOL Fiduciary Rule and discussion of "A.F.R." and how that interest rate is determined - The increasingly popular topic of digital assets in asset planning, including best practices on the disposition of email accounts, social media, etc. 2017 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits reflects the expertise of its distinguished authors.
Download or read book Field Guide to Estate Planning Business Planning and Employee Benefits 4th Ed written by Donald F. Cady and published by Probus Publishing Company. This book was released on 1992-05 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book 2023 Field Guide to Estate Planning written by Randy L. Zipse and published by . This book was released on 2022-11-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 2023 Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits is an easy-to-use, practical reference that helps professionals identify and understand a broad range of key concepts and techniques used in estate, business, and employee benefit planning. Recognizing that we live in a world of visual communication, numerous drawings and charts have been included to assist readers in identifying and understanding many of the concepts which are most frequently encountered when working with clients and other professionals. It can serve as a desktop reference source, a classroom training aid, or, carried in a briefcase, as a resource to be shared with clients or other advisors. Organized into three sections, dealing with the subjects of estate and retirement planning, business planning, and employee benefits Each entry is divided into units typically consisting of a chart and accompanying text Cross references to 2023 editions of Tax Facts on Insurance & Employee Benefits and Social Security & Medicare Facts "Information Required For Analysis & Proposal" is the minimum information needed to prepare an analysis and proposal for your client, and extensive footnotes support further research needs Terms & Concepts contains expanded discussions of the materials previously referred to in the text and footnotes. New in the 2023 Edition: An update on key provisions of the 2022 Inflation Reduction Act including the 15% corporate AMT (on businesses with book income over $1 billion) and energy efficient home and electric vehicle credits A new section Life Insurance and Redemption Buy-Sell Agreements, discussing Connelly v. United States, which opens up the possibility that courts could include life insurance death benefits in the valuation of business interests A new section, Leveraged Bonus Arrangement, describing the plan for the purchase of life insurance that is owned by the employee and paid for with compensation bonuses paid by the employer A new section on inherited IRAs and IRA Max Strategy under the SECURE Act A new section on Restricted Property Trusts, a strategy designed to provide small businesses with a large deduction currently while owners or top executives pay tax on a much lower amount Analysis of the 2022 decision in Estate of Marion Levine v. Commissioner, a taxpayer friendly opinion where the taxpayer pursued an aggressive split-dollar life insurance plan to minimize estate taxes Updates to Required Minimum Distribution tables The latest on the Department of Labor's fiduciary rules 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
Download or read book Field Guide Estate Retirement Planning Business Planning Employee Benefits 2016 written by Randy L. Zipse and published by . This book was released on 2016-01-04 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: 2016 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.
Download or read book The Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 2011-06-29 with total page 506 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by experts Stephan Leimberg and John McFadden, The Tools & Techniques of Employee Benefit and Retirement Planning, 12th edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes. This new edition remains the practical, time-saving resource filled with up-to-date guidance you need for successful employee benefit and retirement planning, including: Guidance that takes into account the current and upcoming implications of the Patient Protection and Affordable Care Act Current insights into retirement plans, including government benefits, IRA, ERISA and Tax Rules for Qualified Plans, Defined Benefit Plans, Defined Contribution Plans, and other Employer Retirement Plans Practical analysis of the entire range of employee benefit planning, including Cash Compensation, Equity Options, Cafeteria Plans, Life Insuran
Download or read book Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 2009-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended to serve as an easily accessible, up-to-date guide to creative employee benefit and retirement planning for use by financial planners, insurance agents, accountants, attorneys, and other financial services professionals, as well as company managers, personnel departments, and CFP, law, and graduate school students. It covers almost every popular employee business arrangement used in business today. Although special consideration is given to employee benefit arrangements as applied to smaller, closely held businesses, most of the benefits described here are used by both small and large companies, and the same tax and other regulatory rules apply to both. Key Selling Points: helps professionals select the right benefit and compensation package to accomplish employer objectives of recruiting, retaining, and ultimately retiring employees; also helps navigate the increasingly complex legislative and regulatory environment of benefits and compensation, reducing the cost in taxes and penalties to employers and employees; generally follows simplified format (what is the tool or technique, when it is indicated, advantages, disadvantages, tax implications, where to find out more about it, and frequently asked questions and answers) to allow easy comprehension and makes for quick and easy comparisons of different plans; and provides answers and direction on employee benefit and retirement planning issues.
Download or read book The Tools Techniques of Employee Benefit and Retirement Planning written by Stephan Leimberg and published by . This book was released on 2019-09-18 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explore all aspects of employee compensation with The Tools & Techniques of Employee Benefits and Retirement Planning. This must-have resource provides real-life examples of compensation options, health and life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected consequences of different planning approaches. Each approach is explained in clear, easy-to-understand language that takes you through the legal and regulatory requirements for instituting and maintaining benefits while also explaining the tax consequences of different approaches. This comprehensive resource: Describes all aspects of employee benefits planning Contains detailed discussions surrounding the relevant planning considerations, regulatory requirements, and tax consequences for each topic Includes benefits that can be used for all types of employees, including full and part-time employees, entry and mid-level employees, temporary employees, and executives Explains both qualified and unqualified benefits Outlines both immediate and deferred compensation strategies Describes important regulatory and tax considerations for fringe benefits such as company cars, moving expenses, and loans to employees For those looking to learn more on employee benefits and retirement planning, this book additionally provides detailed source material references to serve as jumping-off points for conducting deeper research. New in the 16th Edition: New coverage of Qualified Small Employer HRAs (QSEHRAs) Updated health insurance and health cost management strategies for the current regulatory environment The latest strategies and requirements form the Tax Cuts and Jobs Act (TCJA) of 2017 as it relates to all tax information Newly updated deferred compensation requirements cover both large and small employers, including important nondiscrimination testing and compliance procedures Expanded nonqualified plan coverage which provides solution outside of the traditional deferred comp offerings Topics Covered: Compensation-Cash Compensation-Equity Options Deferred Compensation-Overview Deferred Compensation-Rules for Qualified Plans Deferred Compensation-Defined Contribution Plans Deferred Compensation-Defined Benefit Plans Other Employer-Sponsored Deferred Compensation Plans Health and Disability Plans Life Insurance Plans Ethics and Compliance Issues 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 develop the right plan for any professional client, no matter the client's business needs.
