Offer your clients more- prepare yourself with the insight and expertise to help them design and implement an employee benefit and retirement plan that meets their specific needs and goals.
The new 11th Edition of Tools & Techniques of Employee Benefit and Retirement Planning offers comprehensive coverage on nearly every popular employee benefit arangement used by businesses, large and small, today. Gain cost-effective approaches to reaching your clients' common employer objectives.
In clear and concise language, Employee Benefit and Retirement Planning outlines various techniques for evaluating existing plans, and then designing new plans for both the retirement planning and the employee benefit planning business.
Every plan is discussed in a format that addresses:
- What it is
- When it is used
- The advantages and disadvantages
- The tax implications
The result is a resource that is valuable for new and experienced practitioners alike.
What’s new in the 11th edition?
Provides the latest on:
· Waiver of required minimum distribution amounts for 2009
· Special rules applicable to conversions to Roth IRAs in 2010
· IRA investment in owner’s business
· Costs of life insurance in qualified plan exceeding certain limits treated as “listed transactions”
· S corporation ownership of employer stock, converting nondeductible benefits into deductible items
· New final 403(b) regulations
· New cap on executive compensation for certain bailout companies
· IRA charitable rollovers
· Taxation of split dollar plans revisited
· ARRA changes to HIPAA and COBRA premium subsidies for involuntarily terminated employees
· Cash value life insurance in VEBAs scrutinized
· New guidance on HSAs
Also, indexed amounts and examples are updated throughout for 2009
About the Authors
Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an e-mail newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. Leimberg is the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. He is also the creator and principal author of the entire nine book Tools and Techniques series.
John J. McFadden was a Professor of Taxation and holder of the Robert K. Clark Chair in Executive Compensation and Benefit Planning at The American College in
Bryn Mawr, PA. McFadden is a well-known tax and compensation planning specialist, having written numerous articles in tax and professional journals on such subjects as professional corporations, insured pension plans, retirement plan distributions, and nonqualified deferred compensation. He also speaks and consults on tax and compensation planning matters and conducts seminars for financial planners active in those areas. |