Complex tax rules written in every-day language and presented in topic-specific sections meet the needs of experienced practitioners and young advisors alike. The authors break down complex tax rules into key components with examples and information, explaining them with attention to accuracy and detail. Discover the latest trends in capital gains, entity choice and retirement planning and find the tools (deductions, tax compliance, accounting methods) and techniques (conversion of income, stock option planning, and charitable planning) for successful income tax planning.
Discover the latest opportunities with:
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Capital gains
Entity choice
Retirement planning
Accounting methods
Passive activity & at-risk rules
Tax compliance & deductions
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Kiddie tax changes
AMT planning
Conversion of income
Stock option planning
Charitable planning
Charitable IRA rollovers
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Complete with the comprehensive, clear, and concise income tax planning explanations—addressing the basic rules of the federal income tax system as well as the fundamental income tax concepts. The title allows advisors not only to learn the material quickly, but also to easily understand applications of income tax rules and strategies. In the traditional Tools & Techniques format, each planning chapter guides step-by-step through the answers to questions such as:
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What are the requirements?
Where can I find out more?
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What is it?
How does it work?
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Newly Revised 2nd Edition of Tools & Techniques of Income Tax Planning delivers relevant coverage on kiddie rules tightened, charitable IRA rollovers allowed, alternative minimum tax relief provided, lower capital gains and qualified dividend rates, higher retirement contribution limits; tax-free 529 qualified distributions all extended, and so much more. The title eliminates complicated instructions from multiple resources and aids in the real-world use of the strategies outlined.
Chapters to feature: the top 12
Timing of Income and Deductions
Conversion of Income
Alternative Minimum Tax Planning
Planning for the Sale or Exchange of Assets
Limited Liability Companies and Partnerships
Income in Respect of a Decedent and Related Deductions
Stock Option Planning
Like-Kind Exchanges
Income Tax Law Fundamentals
Passive Activities and At-Risk Rules
Capital Gains and Losses
Marriage and Divorce
Delivers value at any knowledge level—introductory, overview & review!
Testimonials
“ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”
— Stephan R. Leimberg, Lead Author of Tools & Techniques
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