THE TOOLS TECHNIQUES OF LIFE INSURANCE PLANNING 6TH EDITION

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The Tools Techniques Of Life Insurance Planning

Author : Stephan R. Leimberg
ISBN : 1941627552
Genre : Business & Economics
File Size : 51.89 MB
Format : PDF, Mobi
Download : 788
Read : 980

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

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

Author : Stephan Leimberg
ISBN : 1939829925
Genre :
File Size : 36.61 MB
Format : PDF, ePub
Download : 543
Read : 346

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.
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The Tools Techniques Of Estate Planning

Author : Stephan R. Leimberg
ISBN : 1939829089
Genre : Business & Economics
File Size : 72.62 MB
Format : PDF, ePub
Download : 673
Read : 1028

The 16th 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, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.
Category: Business & Economics

Project Management Planning And Control

Author : Albert Lester
ISBN : 9780081020210
Genre : Technology & Engineering
File Size : 28.99 MB
Format : PDF, Docs
Download : 266
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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

Tools Techniques Of Employee Benefits Retirement Planning 14th Edition

Author : Stephan Leimberg
ISBN : 1941627498
Genre :
File Size : 51.71 MB
Format : PDF, ePub, 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.
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The Tools Techniques Of Investment Planning 4th Edition

Author : Stephan R. Leimberg
ISBN : 1945424443
Genre :
File Size : 35.58 MB
Format : PDF, ePub, Docs
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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.
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Handbook Of Budgeting

Author : William R. Lalli
ISBN : 9781118170618
Genre : Business & Economics
File Size : 45.33 MB
Format : PDF, Kindle
Download : 887
Read : 327

No other management tool provides the operational direction that a well-planned budget can. Now in a new edition, this book provides updated coverage on issues such as budgeting for exempt organizations and nonprofits in light of the IRS' newly issued Form 990; what manufacturing CFOs' budgeting needs are; current technology solutions; and updated information on value-based budgets. Controllers, budget directors, and CFOs will benefit from this practical "how-to" book's coverage, from the initial planning process to forecasting to specific industry budgets.
Category: Business & Economics

Litigation Services Handbook

Author : Roman L. Weil
ISBN : 9781118721803
Genre : Business & Economics
File Size : 69.1 MB
Format : PDF, Docs
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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

Tools Techniques Of Insurance Risk Management 2016

Author : Stephan R. Leimberg
ISBN : 1941627951
Genre :
File Size : 47.55 MB
Format : PDF, Mobi
Download : 852
Read : 1041

This is the third edition of our popular professional resource specifically tailored for non-insurance professionals. Financial planners, tax advisors, and estate planners have all found this book to be invaluable in their practices because it provides the insights, understanding and tools to guide clients as they seek to manage risk and properly plan insurance coverage.
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