Carolynn Tomin – författare
3 674 kr
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Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives.
In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:
Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, investment, estate and insurance planning, and tax issues In-depth discussions of fundamental concepts like business law, property ownership and economic principles A comprehensive guide to calculating time value of money with keystroke solutions and practical examples Professional ethics for major professional organizations and practice standards in the financial planning field Helpful examples show how concepts apply for real-world planning scenarios Detailed citations that provide jumping off points for more detailed research needsNew in the 14th Edition:
Newly revised chapter on Time Value of Money which includes the basic concepts of TVM and step-by-step calculator instructions to solve TVM calculations Updated tax and accounting information, including updated statistics and government policy information Updated insurance and risk management contentKey Topics Covered:
Time Value of Money CFP Standards Budget and cash management Credit and debit management The planner-client relationshipAs 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 financial planning and confidently meet their needs.
2 331 kr
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The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages.
The book is a complete single-volume source that covers all aspects of estate planning, from the basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. The authors bring a wealth of experience in both professional and academic arenas that help students understand the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.
This textbook allows students to work with the most current information, thus helping to gain a better understanding of how to advise clients in the real-world using real numbers. Teach your students using the most up-to-date estate planning textbook on the market.
The authors, Carolynn Tomin and Colleen Carcone, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. In addition to this on-target approach, Principles of Estate Planning features: • Content that is systematically organized into subtopics to help simplify the understanding and retention of complex material • "Chapter Contents" that outline the topics addressed in each chapter • "Learning Objectives" in each chapter that provide topic focus • "Client Situations" that present practice scenarios and illustrate the practical application of key concepts in client situations • "Practitioner Tips" that provide practical advice and guidance • "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct" • Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics • And much more!
2 509 kr
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This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate Planning. The book includes the following that create a comprehensive guide to helping clients create an estate plan.
“Learning Objectives” in each chapter that provide topic focus“Client Situations” present practice scenarios and illustrate the practical application of key concepts in client situations“Practitioner Tips” provide practical advice and guidance“Practice Standards” highlight the related steps in the financial planning process from CFP Board’s “Standards of Professional Conduct”Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topicsContent that is systematically organized into subtopics to help simplify the understanding and retention of complex materialNew in the 4th Edition:
Updated to reflect the latest tax code laws, rates, and exemptions enacted with the Tax Cuts and Jobs ActThoughtful analysis of the income tax considerations that may come into play when developing a client’s estate plan“Practice Standards” that highlight the related steps in the financial planning process from CFP Board’s “Standards of Professional Conduct”Topics Covered:
The importance of having and actively maintaining an estate planThe steps involved in the estate planning processEstate management toolsUpdated tax rates and gift tax limitsAnd More! See the “Table of Contents” section for a full list of topics