The CPA's Guide to Financial and Estate Planning 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. The guide will be released in four separate volumes.
Updated for 2012: The CPA's Guide to Financial and Estate Planning
Table of Contents for Volumes 1 - 4
FREE! Volume 1 Excerpt: Art of Financial Planning - Download now!
FREE! Volume 4 Excerpt: Year-End and New Year Tax Planning - Download now!
Volume 1 (2012) - Download now!
- The art of financial planning
- Estate and client analysis
- The co-ownership of property
- Lifetime gifts to individuals
- Charitable trusts
- The use of trusts
Volume 2 (2012) - Download now!
- Life insurance
- Annuities
- Employee benefits
- Transfers includible in the estate at death
- Wills
- The marital deduction
Volume 3 (2012) - Download now!
- Powers of Appointment
- Selection and Appointment of Fiduciaries
- Post-Mortem Planning
- Planning for the Executive
- Planning for the Professional
- Closely Held Businesses – Choice of Business Form
- Planning for the Owner of the Closely Held Corporation
- Planning for the Partner
- Planning for the Sole Proprietor
- Planning for the Farmer and Rancher
- Impact of Estate Freeze Rules on Intra-Family Transfers
Volume 4 (2012) - Download now!
- Planning for Marriage, Divorce, or Separation
- Planning for Nontraditional Couples
- Planning for the Elderly and Disabled
- Planning for Generation-Skipping Transfers
- Planning for a Personal Residence
- Medical Care by Proxy
- College Planning
- Investment and Financial Planning Strategies and Vehicles
- Family Income-Splitting Techniques
- Year-End and New Year Tax Planning
- Maximizing Deductions and Reducing Taxes
- Social Security Benefits, Medicare, and Medicaid
- Asset Protection: Problems, Issues and Opportunities
- Appendix
2011: The CPA's Guide to Financial and Estate Planning
Table of Contents for Volumes 1 - 4
Volume 1 - Download now!
- The art of financial planning
- Estate and client analysis
- The co-ownership of property
- Lifetime gifts to individuals
- Charitable trusts
- The use of trusts
Volume 2 - Download now!
- Life insurance
- Annuities
- Employee benefits
- Transfers includible in the estate at death
- Wills
- The marital deduction
Volume 3 - Download now!
- Powers of Appointment
- Selection and Appointment of Fiduciaries
- Post-Mortem Planning
- Planning for the Executive
- Planning for the Professional
- Closely Held Businesses – Choice of Business Form
- Planning for the Owner of the Closely Held Corporation
- Planning for the Partner
- Planning for the Sole Practitioner
- Planning for the Farmer and Rancher
- Impact of Estate Freeze Rules on Intra-Family Transfers
Volume 4 – Download now!
- Planning for Marriage, Divorce, or Separation
- Planning for Nontraditional Couples
- Planning for the Elderly and Disabled
- Planning for Generation-Skipping Transfers
- Planning for a Personal Residence
- Medical Care by Proxy
- College Planning
- Investment and Financial Planning Strategies and Vehicles
- Family Income-Splitting Techniques
- Year-End and New Year Tax Planning
- Maximizing Deductions and Reducing Taxes
- Social Security Benefits, Medicare, and Medicaid
- Appendix
Web seminar series: The Window of Opportunity for Successful Financial Planning in 2011 and 2012
Check the web web seminar calendar for registration information coming soon!