The S Corporation Answer Book
The S Corporation Answer Book

Author: Sydney S. Traum

Publisher: Wolters Kluwer

Published: 2008-12-17

Total Pages: 824

ISBN-13: 0735581517

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This quick-reference manual lets you help clients take full advantage of their S corporation status and minimize their taxes. it leads you directly to authoritative information on every aspect of the S corporation, enabling you to: Arm the S corporation against the potential tax traps hidden in the Small Business Tax Protection Act. Maximize the tax benefits of S corporation status. Make a qualified Subchapter S Subsidiary (QSub) election. Identify dispositions that will trigger the built-in gains tax. Avoid added tax liability or loss of S corporation status from passive investment income. Capitalize on the permissible differences in stock rights to facilitate estate planning and ownership transfers. Determine allocation of income, losses, and deductions in the termination year of the S corporation . Plus, there are citations To The controlling rules, regulations, and court decisions that will save you hours of research.

Estate and Retirement Planning Answer Book, 2017 Edition
Estate and Retirement Planning Answer Book, 2017 Edition

Author: William D. Mitchell

Publisher: CCH Incorporated

Published: 2016-08-31

Total Pages: 0

ISBN-13: 9780808044987

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Estate and Retirement Planning Answer Book (2017 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2017 Edition), includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2017 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

Essential Retirement Planning for Solo Agers
Essential Retirement Planning for Solo Agers

Author: Sara Zeff Geber

Publisher: Mango Media Inc.

Published: 2018-04-15

Total Pages: 212

ISBN-13: 1633537692

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A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

Estate and Retirement Planning Answer Book, 2018 Edition
Estate and Retirement Planning Answer Book, 2018 Edition

Author: William David Mitchell

Publisher: CCH Incorporated

Published: 2017-08-31

Total Pages: 0

ISBN-13: 9780808046561

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Estate and Retirement Planning Answer Book (2017 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2017 Edition), includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2017 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

Essentials of Personal Financial Planning
Essentials of Personal Financial Planning

Author: Susan M. Tillery

Publisher: John Wiley & Sons

Published: 2018-09-21

Total Pages: 515

ISBN-13: 1119421209

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ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

The New Retirement Savings Time Bomb
The New Retirement Savings Time Bomb

Author: Ed Slott

Publisher: Penguin

Published: 2021-03-02

Total Pages: 450

ISBN-13: 014313454X

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AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.

Estate Planning for Blended Families
Estate Planning for Blended Families

Author: Richard E. Barnes

Publisher: NOLO

Published: 2009

Total Pages: 346

ISBN-13: 9781413310184

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Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.