Books

All you need to know about Trusts in this incredible, comprehensive, up-to-date text. It's specifically created for the sophisticated client and will be invaluable to CPAs, CLUs, CFPs and attorneys. A perfect gift for many occasions. Completely updated for Tax Law Changes.

Maximize your profits and sustainability!

Tools & Techniques of Practice Management details the steps you need to run your business smoothly and effectively giving you more time to focus on your clients.

Start building solutions today for your clients with the most current information on JGTRRA 2003, required minimum distributions, split-dollar insurance, plan loans and more. It also includes practical and technical information on over 40 types of benefits for working and retired employees for large, mid-sized and small companies.

Guides your through the entire estate planning process with in-depth explanations, point-by-point comparisons, and tax implications.

Comprehensive coverage of over 40 estate planning tools and techniques including supporting overview of taxes affecting trusts and estates, as well as numerous estate planning aids.

Give your clients the answers to key points of financial planning. This edition outlines the essentials of financial planning. Supplemented
for JGTRRA 2003.

Tools & Techniques of Investment Planning builds sound investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Increase your responsiveness through comprehensive, technically relevant answers that are quickly found and take into account all of today's changes. Written in every-day language and presented in topic-specific sections—meeting the needs of experienced practitioners and new advisors alike. No more complicated instructions from multiple resources!

Tools & Techniques of Income Tax Planning covers complex tax rules written in every-day language and presented in topic-specific sections—meeting the needs of experienced practitioners and new advisors alike. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.

A complete guide to profiting through charitable planning. This title explores the impact of the Internet and e-philanthropy, the rules of charitable giving, income percentage limits and more.

Match your clients to the best product for them. This title provides information on annuities, universal life and more.

Covers traditional and enterprise risk management, global exposures, loss control, claims management, disaster planning and more.

Making the most--and avoiding the worst--of what life insurance has to offer your client.

Now in its Second Edition, Tax Planning with Life Insurance: Analysis with Forms provides the most comprehensive and practical guidance available on life insurance tax planning.

A manual for executors & trustees. Here is everything an executor needs to know to make timely, informed decisions that will provide maximum protection for the estate and minimum liability for the executor. Expert advice in everyday language!

Unique solution to the Cross Purchase/Stock Redemption dilemma! Ideal for explaining the need for a buy-sell to clients.

Wait and See Buy-Sell Booklet is available in Print copy or as a PDF download.

Easiest way to learn tax and nontax implications of buy-sell agreements. This essential guide to business succession planning contains over 300 pages of information on stock redemptions, cross purchase, "Wait and See" Buy Sell and much more. Corporate Buy-Sell Handbook is available in print and pdf download which makes it easy to "cut and paste" explanations. Completely updated for Tax Law Changes. Purchase the combo and receive the download and print version.

300-plus page book covering GRITS, GRATs, GRUTs, SCINs, IDITs, LLC. Family Limited Partnerships, private annuities and installment sales. Explains pros, cons, tax implications, comparisons, references and citations for articles, code sections and cases. Completely updated for Tax Law Changes. Now available in print and download versions.

Explains how ESOPs are used in pension law, ERISA, Structured & Bank financing, accounting rules and tax analysis. Available as a download, on CD-ROM and print.