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The Tools & Techniques of Estate Planning for Modern Families, 4th edition
Your must-have reference for every issue affecting families, including
- Polyamorous Relationships
- Racial and Ethnic Diversity
- Same-Sex Marriages
- Transgender Family Members
- Addiction and Mental Health
- Contemporary Ethical Considerations
- Cryonics
- And more!
NEW! Commercial Property Coverage Guide, 7th edition
This new edition includes:
- Expert coverage analyses of ISO and AAIS commercial property forms
- Guidance on the MSO commercial property program
- New case law
- Coverage of currently relevant, real-life scenarios
- Discussion of coverage gaps and how they can be filled
- Information on the Terrorism Risk Insurance Program Reauthorization Act of 2015
The Tools & Techniques of Investment Planning, 5th edition
The must-have guide for financial planning practitioners.
This new edition includes:
- Detailed descriptions of complex investment products and strategies
- Easy-to-read explanations of how various investment products work and when they should be employed
- Clear, thorough examples showing exactly how various investment products and strategies generate income
- Comprehensive explanation of investment-related tax concepts
- The latest tax changes associated with SECURE Act 2.0, the SECURE Act and the Tax Cuts and Jobs Act
The Tools & Techniques of Income Tax Planning, 8th edition
Successfully navigate the latest income tax rules and regulations with:
- Detailed explanations of complex real-world tax issues
- Easy-to-read accounts of how various tax strategies work and when they should and should not be employed
- Comprehensive analysis of investment-related tax concepts
Tax Facts Online: Your trusted source for searchable, up-to-date tax questions
Thousands of financial advisors rely upon Tax Facts for clear, current, and reliable answers to pressing tax questions. The unique Q&A format makes complicated concepts easy to understand and explain to your clients.
The Latest Annual Editions for Your Business
Get the latest updates in financial planning, taxation, insurance, and more - available in both print and online formats.
2024 Annuals will be available soon!
NEW! -->Navigate Client Challenges
Introductory Discount – Get $20 off this guide or $45 off The Psychology of Financial Planning Bundle today!*
Written for financial planning practitioners by practitioners, get the resources and tools to incorporate the psychology of financial planning into your practice.
Want the Practitioner Resource Guide?
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Buy the Bundle.
*Discounts automatically applied at checkout and expire 8/31/23.
The Guidance You Need from the Experts You Trust
National Underwriter, a division of ALM Media, LLC, has been the first in line with the targeted tax, property & casualty, employee benefits, estate planning and financial planning information you need to make critical business decisions and best advise clients. Boasting nearly a century of expert experience, our reputable editors are dedicated to putting accurate and relevant information right at professionals’ fingertips.
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FC&S Expert Coverage Interpretation
Your single, trusted, objective source for insurance policy analysis.
Leimberg Library
Apply the trusted "Tools & Techniques" approach to financial, retirement, and estate planning.
