| The 2017 Edition of Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits remains the practical, easy-to-use essential reference that supports effective selling. |
| Highlights of the 2017 Edition: |
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Multi-generational split-dollar insurance |
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1035 "like-kind exchanges" |
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Maximizing retirement distributions by sequencing of returns from IRA accounts |
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Disposition of digital assets in estate planning |
| In addition, 2017 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits provides: |
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Coverage of the DOL Fiduciary rule |
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Discussion of the AFR (Applicable Federal Interest Rate) and its relevance in estate and retirement planning |
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Analysis of the role of income tax planning in effective estate planning in the post-ATRA world |
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And much more |
