Tools & Techniques of Income Tax Planning 5th Edition

Tools & Techniques of Income Tax Planning 5th Edition

Author: Stephan R. Leimberg

Publisher:

Published: 2016-05-18

Total Pages: 0

ISBN-13: 9781941627976

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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 and Techniques of Income Tax Planning, 7th Edition

The Tools and Techniques of Income Tax Planning, 7th Edition

Author: Stephan Leimberg

Publisher:

Published: 2020-06-26

Total Pages: 512

ISBN-13: 9781949506570

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With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to: Help your clients successfully navigate the latest income tax rules and regulations; Quickly simplify the tax aspects of complex planning strategies; and Confidently advise your individual clients as well as small- and medium-size business owners. New in the 7th Edition: New chapters on the SECURE Act and COVID-19 legislation Details on IRS an DOL regulatory changes Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals Litigation updates Topics Covered: SECURE Act and COVID-19 legislation HSA eligibility Contribution limitations HSA deductions Tax reporting Employer contributions Comparability testing Testing periods Use by self-employed individuals HRAs and FSAs 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 your clients successfully navigate the complex course of income tax planning and confidently meet their needs.


Tools and Techniques of Income Tax Planning

Tools and Techniques of Income Tax Planning

Author: Stephan R. Leimberg

Publisher: National Underwriter Company

Published: 2009

Total Pages: 0

ISBN-13: 9780872189867

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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.


Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide

Author: Jeffrey H. Rattiner

Publisher: John Wiley & Sons

Published: 2003-08-19

Total Pages: 368

ISBN-13: 0471468487

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A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning–– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!


Financial Management of Health Care Organizations

Financial Management of Health Care Organizations

Author: William N. Zelman

Publisher: John Wiley & Sons

Published: 2009-09-15

Total Pages: 643

ISBN-13: 0470522895

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Thoroughly revised, this third edition of Financial Management of Health Care Organizations of­fers an introduction to the most-used tools and techniques of health care financial management. Comprehensive in scope, the book covers a broad range of topics that include an overview of the health care system and evolving reimbursement methodologies; health care accounting and finan­cial statements; managing cash, billings, and collections; the time value of money and analyzing and financing major capital investments; determining cost and using cost information in decision-mak­ing; budgeting and performance measurement; and pricing. In addition, this new edition includes information on new laws and regulations that affect health care financial reporting and performance, revenue cycle management expansion of health care services into new arenas, benchmarking, interest rate swaps, bond ratings, auditing, and internal control. This important resource also contains information on the 2007 Healthcare Audit Guide of the American Institute of Certified Public Accountants (AICPA). Written to be accessible, the book avoids complicated formulas. Chapter appendices offer advanced, in-depth information on the subject matter. Each chapter provides a detailed outline, a summary, and key terms, and includes problems in the context of real-world situations and events that clearly illustrate the concepts presented. Problem sets that end each chapter have been updated and expanded to support more in-depth learning of the chapters’ concepts. An Instructor’s Manual, available online, contains PowerPoint and Excel files.


Financial Planning Answer Book (2009)

Financial Planning Answer Book (2009)

Author: Jeffrey H. Rattiner

Publisher: CCH

Published: 2008-11

Total Pages: 544

ISBN-13: 9780808092179

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Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.