CCH Financial and Estate Planning Guide PDF Download

Author: Myers Terence
Publisher: Cch
ISBN: 9780808090786
Category : Business & Economics
Languages : en
Pages : 1023

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Book Description

Author: Sidney Kess
Publisher: CCH Incorporated
ISBN: 9780808002086
Category : Business & Economics
Languages : en
Pages : 916

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Book Description

Author: Terence M. Myers
Publisher: CCH Incorporated
ISBN: 9780808021353
Category : Estate planning
Languages : en
Pages : 1081

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Book Description

Author: Sidney Kess
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 666

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Book Description

Author: Michael John Perkins
Publisher:
ISBN: 9780409325416
Category : Estate (Law)
Languages : en
Pages : 542

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Book Description
Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Author: Ray D. Madoff
Publisher:
ISBN: 9780808056348
Category :
Languages : en
Pages :

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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.

Author: CCH Editors
Publisher:
ISBN: 9780808010678
Category : Law
Languages : en
Pages : 1002

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Book Description
"A guidebook for professionals who structure, tailor and administer financial and estate plans. 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."

Author: Kathleen Adams
Publisher: Signet
ISBN: 9780451214034
Category : Business & Economics
Languages : en
Pages : 468

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Book Description
From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.

Author:
Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1100

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Book Description
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.

Author: Sidney Kess
Publisher: CCH
ISBN: 9780808019572
Category : Business & Economics
Languages : en
Pages : 188

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Book Description
CCH's 1065 Preparation and Planning Guide is the premier professional guide to preparing Partnership and LLC income tax returns -- plus you can use the Guide to get valuable CPE credits while preparing for the coming tax return season. It is a guide to both tax preparation and planning; and a source for both quick reference and CPE credits.