Synopsis
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. 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.
About the Author
Sidney Kess, CPA and attorney, is a nationally recognized tax authority who has been one of the top national leaders and authors in tax planning and education for more than 40 years. Through his long association with the AICPA's Individual Income Tax Returns Workshop, Corporate Tax Returns Workshop, and other programs, he has presented update, training and education programs to tens of thousands of tax planners and preparers across the country. In conjunction with CCH, he is the co-author/developer of several classic texts and subscription services, such as 1040 Preparation, Financial and Estate Planning Guide, Financial and Estate Planning Reporter, Business Strategies Guide and numerous other products including dozens of CPE programs. Dorinda D. DeScherer, J.D., is a graduate of Barnard College of Columbia University and the University of Maryland School of Law. She was formerly associate managing editor for Prentice Hall Information Services where she had primary responsibility for special projects, including explanatory materials on new tax laws. Ms. DeScherer has more than 25 years of writing and editing experience for a wide range of tax and business publications. Terence M. Myers, J.D., is a graduate of Georgetown University and the National Law Center, George Washington University. He is former managing editor of the Tax & Professional Practice of Prentice Hall, Inc. He has more than 25 years of experience launching, writing, and editing tax and business publications.
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