* Affiliatelinks/Werbelinks
Links auf reinlesen.de sind sogenannte Affiliate-Links. Wenn du auf so einen Affiliate-Link klickst und über diesen Link einkaufst, bekommt reinlesen.de von dem betreffenden Online-Shop oder Anbieter eine Provision. Für dich verändert sich der Preis nicht.
2021 Field Guide
Randy L. Zipse, Donald Cady
* Affiliatelinks/Werbelinks
Links auf reinlesen.de sind sogenannte Affiliate-Links. Wenn du auf so einen Affiliate-Link klickst und über diesen Link einkaufst, bekommt reinlesen.de von dem betreffenden Online-Shop oder Anbieter eine Provision. Für dich verändert sich der Preis nicht.
The National Underwriter Company 
Sozialwissenschaften, Recht, Wirtschaft / Recht
Beschreibung
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 Benefitsis 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.Organized in a unique and convenient question & answer format, this resource 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 benefitsNumerous drawings and charts to assist readers in identifying and understanding many of the concepts most frequently encountered when working with clients and other professionalsCross-references to editions ofTax Facts on Insurance & Employee BenefitsandSocial Security & Medicare FactsBaseline information needed to prepare an analysis and proposal for your client (';Information Required For Analysis & Proposal') and extensive footnotes to support further research needsTerms & concepts with expanded discussions of the materials previously referred to in the text and footnotesAnd more!New in the 2021 Edition:New information on the SECURE Act changes to qualified retirement plansCOVID-19 related updates, including coverage of the CARES Act, Families First Coronavirus Response Act, and regulatory changesNew questions & answers on PPP and EIDL loansAn updated section covering using intra-family loans in a low interest rate environmentAdditional information on the use of split-dollar arrangements, including multi-generational techniquesA guide to reviewing older life insurance policies and policy management techniquesTopics Covered:Estate, gift, and income tax planning strategiesBusiness valuations and transfersEmployee compensation and benefit planningAsset protection strategiesInsurance products and risk management techniquesSocial Security, Medicare, and Medicaid eligibility and benefitsFringe benefitsTrust structures and trust planningCorporations and pass-through entitiesAnd More! See the ';Table of Contents' section for a full list of topicsRecognizing 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.
