Authoritative and easy to use, 2017 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits provides you with the concepts, techniques, analysis, illustrations and authoritative guidance used in estate, business, retirement, and employee benefits planning. Over 100 presentation tools and illustrations enable you to present the concepts simply and understandably to your clients.
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 |
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