The latest editions of Tax Facts on Insurance & Employee Benefits, Tax Facts on Investments, and Tax Facts on Individuals & Small Business address critical tax questions with completely up-to-date, easily understandable, highly authoritative answers—all presented in a time-saving, clear and concise Q&A format.
With this powerful triple Tax Facts Combo, you'll receive instant answers to tax questions—the instant they arise.
Together, all three Tax Facts editions provide professional guidance, valuable explanations, and proven Planning Points covering: |
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Estate and gift tax planning |
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Roth IRAs |
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HSAs |
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Capital gains |
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Qualifying dividends |
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Mutual funds |
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Unit trusts |
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REITs |
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Stocks |
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Bonds |
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Precious metals & collectibles |
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Incentive stock options |
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Healthcare |
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Home office |
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Contractor vs. employee |
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Business deductions and losses |
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Small business valuation |
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Small business choice of entity |
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Deductions |
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Exemptions |
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And much, much more! |
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Key Updates for 2016 Include: |
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Expanded coverage of annuities |
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Expanded coverage of Health Savings Accounts |
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Questions on "short term care" |
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New Chart in the Appendix detailing which states have death and inheritance taxes with exemption amounts and current tax rates so the estate planner can do more complete planning |
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Expanded coverage of IRAs |
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Expanded coverage of the ABLE Act |
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New questions on the Pension Reform Act of 2014 which restricts what employers can do to limit pension payments to employees |
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New chapter and new coverage of Regulated Investment Companies (RICs) |
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New chapter and new coverage of taxation on the cancellation of indebtedness |
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New sections dealing with the small business employer mandate for business advisors who need to understand and explain health care reform to business owners |
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Updated questions on small business tax credits, new regulations on the use of HSAs by employers and new regulations affecting IRAs with small business owners |
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40 new planning points by outside experts |
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And much more! |