The Tools & Techniques of Income Tax Planning, 7th Edition - Stephan Leimberg
pdf | 11.17 MB | English| Isbn:9781949506587 | Author: Stephan Leimberg, Michael S. Jackson, Jay Katz, John J Scroggin, Robert S Keebler | Year: 2020
Description:
With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques.
Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to:
Help your clients successfully navigate the latest income tax rules and regulations;
Quickly simplify the tax aspects of complex planning strategies; and
Confidently advise your individual clients as well as small- and medium-size business owners.
New in the 7th Edition:
New chapters on the SECURE Act and COVID-19 legislation
Details on IRS an DOL regulatory changes
Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules
Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals
Litigation updates
Topics Covered:
SECURE Act and COVID-19 legislation
HSA eligibility
Contribution limitations
HSA deductions
Tax reporting
Employer contributions
Comparability testing
Testing periods
Use by self-employed individuals
HRAs and FSAs
And more! See the "Table of Contents" section for a full list of topics
As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of income tax planning and confidently meet their needs.
Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to:
New in the 7th Edition:
Topics Covered:
As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of income tax planning and confidently meet their needs.
Category:Law, Business, Commercial & Financial Law, Antitrust Law