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2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits?
?includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including:Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbersLife insurance concepts and creative ways to use it in retirement and estate planningDetailed employee benefits discussion for both employees and employersTrust planning, including saving for college, special needs and charitiesSocial Security planning to maximize benefitsPractical information on doing retirement and estate planning with blended familiesEnd-of-life directivesPowers of attorneySmall business succession planningReference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables ? With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics:Trust decantingDisability buy out plansDomestic partnersDynasty trustStock optionsOpportunity zones under the Tax Reform ActQualified business income deduction under the Tax Reform ActUpdated content on C Corporations and S Corporations ? This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!