Guide to Financial and Estate Planning - Vol. 4 – 12th Ed.
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Guide to Financial and Estate Planning - Vol. 4 – 12th Ed.

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Primary topics covered in Volume 4 include asset protection, portability, planning for the Medicare and NIIT tax, the Affordable Care Act, same sex marriages, passive activity losses, planning for the 99%, standards in PFP services, and the ABLE Act. You will also find many checklists to make planning practical with your clients. In addition to the usual updates and COLA adjustments, the following new issues are addressed:

  • New portability filing extension from 2 to 5 years – Rev. Proc 2022-32

Download the Guide to Financial and Estate Planning – Volume 4 (12th Ed.)

File name: fepg-volume-4.pdf

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