By Randy L. Zipse,Donald Cady
2015 box consultant to property making plans is the source no agent, manufacturer, supervisor, or monetary planner should still pass without. It provides the ideas, strategies, research, illustrations and authoritative tips utilized in property making plans, retirement making plans, enterprise making plans and worker advantages planning.
With this very undemanding source, you’ll have the ability to:
• Make the clearest displays to consumers – in accordance with present facts, legislation and policies
• Engage and train consumers with easy-to-understand illustrations that current strategies easily and understandably
• Speed your individual examine and coaching utilizing convenient checklists, go references and summaries
The 2015 variation of box advisor to property making plans, enterprise making plans & worker merits is up-to-date with those key updates and enhancements:
• Enhanced insurance of:
o Life assurance making plans in property and retirement planning
o State property tax matters in property planning
o Domicile concerns and what's the which means of “residence” for reasons of property tax
o Inclusion of 2015 inflation adjusted charges for property tax, retirement plans, and worker benefits
• All new assurance of:
o State legislations bearing on creditor defense from existence assurance proceeds
o Insurance rankings of the head 30 existence insurance firms within the United States
o Update on prestige of popularity of same-sex marriage in every one state
o Planning pointers on utilizing lifestyles assurance as an property and retirement making plans tool
2015 box consultant to property making plans, company making plans & worker advantages reflects the services of the writer, Randy L. Zipse, J.D., CPA, AEP® (Distinguished) and the writer Emeritus, Donald F. Cady, J.D., LL.M., CLU®.
Read or Download 2015 Field Guide to Estate Planning, Business Planning & Employee Benefits PDF
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Extra info for 2015 Field Guide to Estate Planning, Business Planning & Employee Benefits
2015 Field Guide to Estate Planning, Business Planning & Employee Benefits by Randy L. Zipse,Donald Cady