Tools & Techniques Series

Tools & Techniques of Employee Benefits, 10th Edition

Tools & Techniques of Employee Benefit and Retirement Planning covers complex tax rules that seasoned specialists need—in simple language that makes the book ideal for young advisors also. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover. Discover cost-effective approaches to reaching common employer objectives. Gain coverage on more than 50 employee benefit plans that apply to all company sizes. Finally understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve. Life Insurance, PACE, and CFP® CE Filed.

Gain in-depth knowledge and the easy solutions you’ll need to avoid costly mistakes:
  • Required minimum distributions
  • Split dollar insurance
  • Cash balance plans
  • Health reimbursement accounts
  • Catch-up contributions
  • Plan loans
  • Cross-tested plans
  • Welfare benefit funds

    • Newly Revised 10th Edition consists of sweeping changes with complete coverage on recent rulings and regulations facing your practice. Don’t miss out on the latest opportunities with:

    Pension Protection Act of 2006

  • EGTRAA pension provisions made permanent
  • Direct retirement plan transfers into Roth IRAs
  • Eligible Investment Advice Arrangements allowed
  • New deduction limits for combination DB and DC plans
  • Auto-enrollment into 401(k) plans permitted

    Tax Relief and Health Care Act of 2006

  • Contribution limits for HSAs expanded
  • Rollovers from HRAs and Health FSAs to HSAs
  • Funding annual contributions to HSAs with IRA transfers

    Final Section 409A regulations

    chapters to feature: the top 12
  • Nonqualified Deferred Compensation
  • Designing the Right Retirement Plan
  • Qualified Plans: General Rules
  • Estate and Retirement Planning With Qualified Plans and IRAs
  • The Process of Employee Benefit Planning
  • Health Savings Account (Section 223 Plan)
  • Cash Balance Pension Plan
  • Section 401(k) Plan
  • Roth IRAs
  • Cross-Tested/Age-Weighted Plan
  • Cafeteria Plan
  • Split Dollar Life Insurance

    • Delivers value at any knowledge level—introductory, overview & review!

    Testimonials
    “ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”

      — Stephan R. Leimberg, Lead Author of Tools & Techniques  
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    Tools & Techniques of Estate Planning, 14th Edition


    Are you avoiding the 10 most common estate planning mistakes? Discover one of the industry’s oldest, most trusted sources for a working knowledge of estate planning—guiding you through the entire estate planning process with: in-depth explanations, point-by-point comparisons, tax implications, and the translation skills needed to help clients understand complex recommendations. Delivers comprehensive coverage of more than 50 estate planning tools and techniques with supporting overview of taxes affecting trusts and estates and countless estate planning aids with new data gathering forms.

    Chapters hone skills/strategies towards:

  • Identifying estate planning, data gathering & analysis processes
  • Defining ownership & transfer of property
  • Discussing general taxation as it impacts estate planning
  • Planning for non-U.S. persons & post mortem elections
  • Assessing gifts with analysis of various trusts & giving to charities
  • Reviewing the role of life insurance
  • Intrafamily & other business transfer techniques
  • Planning for incapacity & non-traditional relationships

    14th Edition is supplemented to capture all of the opportunities related to the Pension Protection Act of 2006—featuring a quick reference guide from the Editors of Tax Facts Series ($15.20 value). New chapters deliver expanded coverage on family limited partnerships with new checklists and factors determining proper gift(sale) leaseback transaction treatment. Kiddie tax, Medicaid, and Deferred Compensation under new IRC Section 409A changes enrich the relevancy of this text. Discover clear and concise explanations—easily translated into the real-world planning process involving the accumulation, conservation, and distribution of an estate. Life Insurance, PACE, and CFP® CE Filed.

    Chapters to feature: the top 12
  • Ownership and Transfer of Property
  • Power of Appointment
  • Marital Deduction and Bypass Trusts
  • Irrevocable Life Insurance Trust
  • Family Limited Partnerships
  • Grantor Retained Interest Trusts
  • Defective Trust
  • Estate Tax
  • Sale (Gift) – Leaseback
  • Valuation Planning
  • Disclaimers
  • Gift Tax

    • Delivers value at any knowledge level—introductory, overview & review!

    Testimonials
    “ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”

      — Stephan R. Leimberg, Lead Author of Tools & Techniques  

     

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    Tools & Techniques of Investment Planning, 2nd Edition

    Discover sound investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Written in every-day language and presented in topic-specific sections—the title eliminates complicated instructions from multiple resources! The Tools & Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title’s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas—including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives.

    Draws together the important topical concepts and investment instruments of:
  • Fundamental & technical analysis
  • Commodity & single-stock futures
  • Corporate & municipal bonds
  • Government & asset-based securities
  • Exchange-traded & mutual funds
  • Direct & indirect real estate holdings
  • Hedging & option strategies
  • Investment risk
  • Modern portfolio theory
  • Performance measurement
  • Asset pricing models
  • Portfolio construction
  • Formula Investing
  • Equity holdings in stocks

    • Newly Revised 2nd Edition of Tools & Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools & Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations.

    Chapters to feature: the top 12
  • Portfolio Management and Measurement
  • Asset Allocation and Portfolio Construction
  • Hedging and Option Strategies
  • Exchange-Traded Funds (ETFs)
  • REITs (Real Estate Investment Trusts)
  • Financial Futures
  • Mutual Funds
  • Measuring Yield
  • Convertible Securities
  • Asset Pricing Models
  • Asset-Backed Securities
  • Common Stocks

    • Delivers value at any knowledge level—introductory, overview & review!

    Testimonials
    “ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”

      — Stephan R. Leimberg, Lead Author of Tools & Techniques  

    Tools & Techniques of Income Tax Planning, 2nd Edition


    Covers complex tax rules that experienced practitioners need—in simple language that makes the book ideal for students and for new advisors too. No more complicated instructions from multiple resources! Features NEW coverage: kiddie rules tightened; charitable IRA rollovers allowed; alternative minimum tax relief provided; lower capital gains and qualified dividend rates; higher retirement contribution limits; tax-free 529 qualified distributions ALL extended; and so much more.

    Tools & Techniques of Financial Planning, 8th Edition


    Reinforce the systematic approach needed to clearly define and build upon the principles of Financial Planning as outlined in the CFP® Certification Examination Topics List. Discover information competing titles simply don’t touch. Finally understand how to distinguish favorable strategies while staying abreast of what’s new in your industry. Case Appendix includes seven full-length case studies for immediate application with critical analysis. Life Insurance, PACE, and CFP® CE Filed.

    Tools & Techniques of Life Insurance Planning, 4th Edition


    Discover proven methods for determining needs and close more sales than ever before with helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms. Features extensive coverage of 10 policy types with quick comparisons. Tools & Techniques of Life Insurance Planning provides a comprehensive introduction and focuses on substantive discussions and applications of each plan. CE Filed.

    Tools & Techniques of Charitable Planning, 2nd Edition


    Harvest an understanding of: why people give to charities; features and benefits of charitable giving plans; legislation that governs charitable giving. Numerous charts, graphs, and tables illustrate from the basic charitable deduction rules to the most complex charitable giving techniques: Income rules & limits; critical valuation uses & potential ethical pitfalls; software & technology; private versus community foundations; Charitable annuities, trusts, funds & life insurance. CE Filed.

    Tools & Techniques of Practice Management


    Are you doing the most to maximize your profits and sustainability?  Get the detailed steps you need to run your business smoothly and effectively giving you more time to focus on your clients. 

    • Build, sustain, and expand your successful practice through a hands-on planning process.
    • Increase services to existing clients and reaching new clients through market share and credibility analysis.
    • Create a fee structure that is competitive.

     

    Tools & Techniques of Risk Management and Insurance
    Stephan Leimberg , Donald J. Riggin, Albert J. Howard, James Kallman, Donald L. Schmidt

    This comprehensive book provides the tools and techniques needed to assess, quantify, and address the risks that all businesses face.  It explains the framework of the risk management process, including a discussion of the latest thinking on Enterprise Risk Management.  It then discusses the tools that may be used to address business exposures. 

    The book features more than twenty-five chapters, including the tools and techniques of:

    • Traditional and enterprise risk management
    • Global exposures
    • Loss control
    • Claims management
    • Disaster planning
    • Insurance coverage
    • Broker and vendor relationships
    • Alternative risk transfer