The Tools and Techniques of Income Tax Planning, 7th Edition

The Tools and Techniques of Income Tax Planning, 7th Edition PDF

Author: Stephan Leimberg

Publisher:

Published: 2020-06-26

Total Pages: 512

ISBN-13: 9781949506570

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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.

Tools and Techniques of Income Tax Planning

Tools and Techniques of Income Tax Planning PDF

Author: Stephan R. Leimberg

Publisher: National Underwriter Company

Published: 2009

Total Pages: 0

ISBN-13: 9780872189867

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This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

Tools & Techniques of Income Tax Planning 5th Edition

Tools & Techniques of Income Tax Planning 5th Edition PDF

Author: Stephan R. Leimberg

Publisher:

Published: 2016-05-18

Total Pages: 0

ISBN-13: 9781941627976

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This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

The Tools & Techniques of Income Tax Planning, 4th Edition

The Tools & Techniques of Income Tax Planning, 4th Edition PDF

Author: Stephan R. Leimberg

Publisher:

Published: 2014-09-15

Total Pages: 350

ISBN-13: 9781939829559

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This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.

Tools and Techniques of Income Tax Planning 6th Edition

Tools and Techniques of Income Tax Planning 6th Edition PDF

Author: Stephan Leimberg

Publisher:

Published: 2018-08-28

Total Pages: 0

ISBN-13: 9781945424984

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With the passage of the far-reaching Tax Cuts and Jobs Act of 2017, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. The new 6th Edition of The Tools & Techniques of Income Tax Planning provides all of that in abundance. All chapters have been completely updated to reflect the many changes brought about by the Tax Act. New and revised material includes: A chapter on Section 199A Qualified Business Income Deduction for pass-through entities Tax treatment of spousal support payments mandated by divorce and separation agreements Updated AMT calculations Information on accounting methods and depreciation rules Like-kind exchanges and Opportunity Zone investments And much more And, as with the first five editions of this valuable resource, readers benefit from: Detailed explanations of complex real-world tax issues Easy-to-read explanations of how various tax strategies work and when they should and should not be employed Clear, thorough examples that show exactly when certain tax rules apply, and how planners can help their clients avoid "tax traps" that can lead to unexpected and unnecessary tax liability Comprehensive explanation of investment-related tax concepts which help investors and planners devise tax-efficient strategies Thoughtful, independent advice about the best strategies for specific situations 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.

Practical Guide to Mergers, Acquisitions and Business Sales

Practical Guide to Mergers, Acquisitions and Business Sales PDF

Author: Joseph B. Darby

Publisher: CCH

Published: 2006

Total Pages: 542

ISBN-13: 9780808014706

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"Buying and selling a business is a challenging process. It involves rituals and interactions that are sometimes eerily similar to the courtship dynamic between a human couple. While many business courtships end in an economic marriage, plenty of others fail and for a variety of reasons. Many unsuccessful business negotiations could have made sense, but ultimately floundered, because negotiations went badly awry at some crucial point. CCH's brand-new Practical Guide to Mergers, Acquisitions and Business Sales by seasoned business transaction attorney and author, Joseph B. Darby III, J.D., not only explains the tax aspects of buying and selling a business, but examines the special art of closing major business transactions successfully through an understanding of the tax consequences of the deal. ; There also are two other parties with a major economic stake in a business merger, acquisition or sale: the federal government and (usually at least one) state government. The role of a tax adviser on an business acquisition transaction is to make everyone aware that there are two "silent partners" in the room at all times and that the Buyer and Seller have a common interest in cutting the silent partners out of the deal or reducing their take. The purpose and mission of Practical Guide to Mergers, Acquisitions and Business Sales is to teach practitioners and business stakeholders how to pare the tax costs of transactions to the absolute minimum, within the boundaries of ethical and appropriate tax reporting."--Publisher's website.