Tools & Techniques of Financial Planning - Softcover

Jackson, Michael S.; Doyle, Robert J., Jr.; Satinsky, Martin J.

Softcover

ISBN 10: 0872186563 ISBN 13: 9780872186569

Publisher: Natl Underwriter Co, 2007

Synopsis

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on *-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.Ideal for:Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors andStudents, Law Offices, CPA firms, Insurance Agents, Para-professionals

Edition details

• Publisher: Natl Underwriter Co
• Publication date: 2007
• Language: English
• ISBN 10: 0872186563
• ISBN 13: 9780872186569
• Binding: Paperback
• Number of pages: 490
• Editor: Leimberg Stephan R.