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CCH Financial and Estate Planning Guide

CCH Financial and Estate Planning Guide - 14th edition

ISBN13: 978-0808010678

Cover of CCH Financial and Estate Planning Guide 14TH 03 (ISBN 978-0808010678)
ISBN13: 978-0808010678
ISBN10: 0808010670 Edition: 14TH 03
Copyright: 2003
Publisher: Commerce Clearing House
Published: 2003
International: No

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CCH Financial and Estate Planning Guide - 14TH 03 edition

ISBN13: 978-0808010678

Sidney Kess

ISBN13: 978-0808010678
ISBN10: 0808010670 Edition: 14TH 03
Copyright: 2003
Publisher: Commerce Clearing House
Published: 2003
International: No
Summary

The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. This new 14th Edition reflects the latest law changes, including the Jobs and Growth Tax Relief Reconciliation Act of 2003, as well as new regulatory and practice developments.

Written simply and covering the full breadth of planning subjects, all financial and estate planning professionals--from novice planners to the most advanced estate tax attorneys--can benefit greatly from CCH's Financial and Estate Planning Guide.

The book is divided into four main sections:

General Principles and Techniques discusses the art of planning, client analysis, charitable giving, using trusts, life insurance and annuities, employee benefits, wills and numerous critical components of the overall plan.

Special Situations covers planning considerations for specific types of individuals and situations including executives and professionals, business owners, partners, farmers and ranchers, the elderly, couples living together, planning for marriage, divorce or separation, and others.

Building the Estate provides an indepth review of investment vehicles and financial planning strategies, family income-splitting techniques, year-end and new year tax planning, maximizing deductions and reducing taxes, social security, medicare and medicaid, and more.

Planning Aids provides tax rate schedules, life expectancy tables, example interest rate tables, and other useful tools.

The 14th Edition features new updated information throughout and expanded coverage of important topics. Enhancements include:

  • New revised discussion of indexed annuities
  • New developments in the tax treatment of split-dollar insurance arrangements
  • Discussion of final retirement distribution rules
  • New tax benefit for home sales that involve home office use
  • New long-term care insurance developments
  • LLC developments affecting financial and estate planning
  • Relevant Medicare developments
  • And, much more.
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