Description
Book Synopsis: The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. This new 15th Edition reflects the latest law changes, including the American Jobs Creation Act of 2004, the Working Families Tax Relief Act of 2004 and the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, as well as new regulatory and practice developments.
Written simply and covering the full breadth of planning subjects, all financial and estate planning professionals--from novice planners to the most advanced estate tax attorneys--can benefit greatly from CCH's Financial and Estate Planning Guide. The book is divided into four main sections:
- GENERAL PRINCIPLES AND TECHNIQUES discusses the art of planning, client analysis, charitable giving, using trusts, life insurance and annuities, employee benefits, wills and numerous critical components of the overall plan.
- SPECIAL SITUATIONS covers planning considerations for specific types of individuals and situations including executives and professionals, business owners, partners, farmers and ranchers, the elderly, couples living together, planning for marriage, divorce or separation, and others.
- BUILDING THE ESTATE provides an indepth review of investment vehicles and financial planning strategies, family income-splitting techniques, year-end and new year tax planning, maximizing deductions and reducing taxes, social security, medicare and medicaid, and more.
- PLANNING AIDS provides tax rate schedules, life expectancy tables, example interest rate tables, and other useful tools.
Details
Are you a financial or estate planning professional looking for a comprehensive guide that will help you structure and administer effective financial and estate plans? Look no further than the CCH Financial and Estate Planning Guide (16th Edition). This premier guidebook covers all the important planning concepts and techniques necessary to set and meet the financial goals of your clients and their families. With the latest law changes and regulatory developments incorporated, you can trust that this guide will provide you with up-to-date information to navigate the ever-changing landscape of financial planning.
With simplicity and clarity, this guidebook covers a wide range of planning subjects, making it suitable for planners of all levels of expertise. Whether you're just starting out or an advanced estate tax attorney, the Financial and Estate Planning Guide will offer valuable insights to refine your practice. The book is divided into four main sections: GENERAL PRINCIPLES AND TECHNIQUES explores planning fundamentals, charitable giving, trusts, life insurance, employee benefits, and more. SPECIAL SITUATIONS delves into planning considerations for specific individuals and situations, such as executives, business owners, farmers, the elderly, and couples. BUILDING THE ESTATE provides in-depth reviews of investment vehicles, tax planning strategies, and maximizing deductions. PLANNING AIDS offers useful tools like tax rate schedules and life expectancy tables.
Don't miss out on this comprehensive resource that will elevate your financial and estate planning expertise. Take advantage of the 16th Edition of the CCH Financial and Estate Planning Guide and stay ahead in your practice. Order your copy today and unlock the knowledge and strategies that will help you serve your clients better.
Order your copy of the CCH Financial and Estate Planning Guide (16th Edition) now and enhance your planning skills to benefit your clients and their families.
Discover More Best Sellers in Tax Law
Shop Tax Law
A Graceful Farewell: Putting Your Affairs in Order
$19.95


Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
$9.17


Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
$25.59


$14.91


Unbridled Power: Inside the Secret Culture of the IRS
$16.50


Secrets Of The U.S. Tax Code: In 10 Easy Segments by Anonymous
$8.00


Examples & Explanations for Wills, Trusts, and Estates (Examples & Explanations Series)
$54.37
