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The Tools Techniques Of Life Insurance Planning

Author : Stephan R. Leimberg
ISBN : 1941627552
Genre : Business & Economics
File Size : 41.79 MB
Format : PDF, ePub
Download : 687
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The insurance industry has become more and more creative in developing policies that are flexible enough to meet consumers needs while maintaining a reasonable cost. As a result, insurance and financial advisory professionals must stay current with the newest techniques and latest tools that have emerged. The expert authors of The Tools & Techniques of Life Insurance Planning, 6th Edition, have delivered a resource that helps you do just that. It delivers: � Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances � Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning � Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities � Planning techniques for individuals and businesses, including key personnel policies and buy-sell agreements � Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life Insurance products for charitable gift planning The Tools & Techniques of Life Insurance Planning, 6th Edition, Delivers the Expert Insight and the Tools You Need to Utilize Life Insurance in the Most Effective Ways This latest edition includes new and expanded coverage of: � Strategies for life insurance planning that take into account higher tax rates and the new Net Investment Income Tax � Expert advice on how to modify existing life insurance plans in light of recent changes to portability rules and the increased estate tax exemptions � Updates on DOMA/same-sex marriage issues and their effect on life insurance planning for new and existing clients � Insight in to how state-level changes to dynasty trusts and the Rule against Perpetuities (RAP) affect life insurance planning � Enhanced buy-sell agreement strategies � Information about entity redemption as a technique for providing estate tax liquidity
Category: Business & Economics

Tools Techniques Of Employee Benefits Retirement Planning 14th Edition

Author : Stephan Leimberg
ISBN : 1941627498
Genre :
File Size : 63.23 MB
Format : PDF, Mobi
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The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.

Project Management Planning And Control

Author : Albert Lester
ISBN : 9780081020210
Genre : Technology & Engineering
File Size : 58.13 MB
Format : PDF, Mobi
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Project Management, Planning and Control, Managing Engineering, Construction and Manufacturing Projects to PMI, APM and BSI Standards, Seventh Editions an established and widely recommended project management handbook. Building on its clear and detailed coverage of planning, scheduling and control, this seventh edition includes new advice on information management, including big data, communication, dispute resolution, project governance, and BIM. Ideal for those studying for Project Management Professional (PMP) qualifications, the book is aligned with the latest Project Management Body of Knowledge (PMBOK) for both the Project Management Institute (PMI) and the Association of Project Management (APM), and includes questions and answers to help users test their understanding. Includes new sections on data collection and use, including big data Contains major updates to sections on governance, adjudication, BIM, and agile project management Focused on the needs and challenges of project managers in engineering, manufacturing and construction, and closely aligned to the content of the APM and PMI ‘bodies of knowledge’ Provides project management questions and answers compiled by a former APM exam assessor
Category: Technology & Engineering

The Tools Techniques Of Estate Planning

Author : Stephan R. Leimberg
ISBN : 194542446X
Genre : Estate planning
File Size : 25.65 MB
Format : PDF, ePub
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The 18th edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated and delivers numerous enhancements including new guidance on Data Gathering and Analysis; Death Tax Apportionment; Digital Assets, and much more.
Category: Estate planning

Far From Random

Author : Richard Lehman
ISBN : 0470885394
Genre : Business & Economics
File Size : 77.10 MB
Format : PDF
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Since Burton Malkiel’s seminal work A Random Walk Down Wall Street was published, the financial world has swallowed whole the idea that market movement is chaotic and random. In Far from Random, Richard Lehman uses behavior-based trend analysis to debunk Malkiel’s random walk theory. Lehman demonstrates that the market has discernible trends that are foreseeable. By learning to spot these trends, investors and traders can predict market movement to boost returns in anything from equities to 401(k) accounts. Richard Lehman has been a financial professional for more than thirty years. He studied the first iterations of behavioral finance back in the 1970s as a financial marketer and has since worked in various facets of the financial industry. His early introduction to behavioral finance and the more recent introduction to trend analysis led him to this important discovery.
Category: Business & Economics

The Tools Techniques Of Insurance Planning And Risk Management 2nd Edition

Author : Stephan Leimberg
ISBN : 1939829925
Genre :
File Size : 23.83 MB
Format : PDF, Kindle
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This brand new publication provides a thorough overview of insurance planning and risk management strategies, specifically tailored for non-insurance professionals, including financial planners, tax advisors, and estate planners.

The Tools Techniques Of Investment Planning 4th Edition

Author : Stephan R. Leimberg
ISBN : 1945424443
Genre :
File Size : 37.15 MB
Format : PDF
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The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

Tools Techniques Of Income Tax Planning 2016

Author : Stephan R. Leimberg
ISBN : 1941627978
Genre :
File Size : 24.72 MB
Format : PDF
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Read : 941

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.

Litigation Services Handbook

Author : Roman L. Weil
ISBN : 9781118721803
Genre : Business & Economics
File Size : 40.75 MB
Format : PDF, ePub, Docs
Download : 940
Read : 198

In the last 20 years, the need for a financial expert to act as a witness and consultant to litigating attorneys has grown even more than litigation itself. Twenty years ago, few certified public accountants or economists offered litigation-related services; now, a large number devote much of their practice to this area. To be litigation service practitioners and accountants need to learn or enhance their litigation skills, including the fine points of their roles in trial preparation and testimony presentation, testimony presentation, deposition, direct examination, cross examination, understanding Sarbanes-Oxley rulings, and fraud investigations.
Category: Business & Economics

Information Security Management Handbook Sixth Edition

Author : Harold F. Tipton
ISBN : 9781466559103
Genre : Business & Economics
File Size : 31.3 MB
Format : PDF, Docs
Download : 524
Read : 398

Updated annually, the Information Security Management Handbook, Sixth Edition, Volume 6 is the most comprehensive and up-to-date reference available on information security and assurance. Bringing together the knowledge, skills, techniques, and tools required of IT security professionals, it facilitates the up-to-date understanding required to stay one step ahead of evolving threats, standards, and regulations. Reporting on the latest developments in information security and recent changes to the (ISC)2® CISSP Common Body of Knowledge (CBK®), this volume features new information on advanced persistent threats, HIPAA requirements, social networks, virtualization, and SOA. Its comprehensive coverage touches on all the key areas IT security professionals need to know, including: Access Control: Technologies and administration including the requirements of current laws Telecommunications and Network Security: Addressing the Internet, intranet, and extranet Information Security and Risk Management: Organizational culture, preparing for a security audit, and the risks of social media Application Security: Ever-present malware threats and building security into the development process Security Architecture and Design: Principles of design including zones of trust Cryptography: Elliptic curve cryptosystems, format-preserving encryption Operations Security: Event analysis Business Continuity and Disaster Recovery Planning: Business continuity in the cloud Legal, Regulations, Compliance, and Investigation: Persistent threats and incident response in the virtual realm Physical Security: Essential aspects of physical security The ubiquitous nature of computers and networks will always provide the opportunity and means to do harm. This edition updates its popular predecessors with the information you need to address the vulnerabilities created by recent innovations such as cloud computing, mobile banking, digital wallets, and near-field communications. This handbook is also available on CD.
Category: Business & Economics