Authoritative and easy-to-use, 2018 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout. Students are entitled to a 15% discount on this resource. Please enter COUPON CODE 15TF in the Discount Code Box after you place the item in your shopping cart. Organized in a convenient Q&A format to speed you to the information you need, 2018 Tax Facts on Insurance & Employee Benefits delivers the latest guidance on: » Estate & Gift Tax Planning » Life Insurance » Health Insurance including Health Care Reform » Long-Term Care Insurance » Annuities » Federal Income Taxation » Traditional IRAs and Roth IRAs » HSAs » Capital Gains, Qualifying Dividends » Non-qualified Deferred Compensation Under IRC Section 409A » And much more! Highlights of this new, 2018 edition include:- » New chapter on Life Insurance Trusts and expanded coverage and revision of Long Term Care questions » Comparison questions and chart comparing various plans: 401(k); SIMPLE IRA; SEP, etc. » New questions on the DOL Fiduciary Rule » 2018 inflation-adjusted numbers » Numerous Planning Points and examples.
2018 Tax Facts on Insurance and Employee Benefits