JK Lasser s New Rules for Estate Retirement and Tax Planning

Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118930002
Format: PDF, ePub, Mobi
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Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.

AARP JK Lasser s New Rules for Estate and Tax Planning

Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118278410
Format: PDF, Mobi
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AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

J K Lasser s Guide to Self Employment

Author: Barbara Weltman
Publisher: John Wiley & Sons
ISBN: 1118812425
Format: PDF, Mobi
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Tax facts and strategies every self-employed person needs to know If you're thinking about starting a business, or have already begun one, you are not alone. There are more than 23 million workers who are already self-employed and file Schedule C to report their income and expenses. As a self-employed person you have to handle many, if not all, of the aspects of running your business. J.K. Lasser's Guide to Self-Employment is intended to help you with some business aspects with which you may not be familiar—but which have a great impact on your bottom line. It skillfully focuses on taxes as well as many legal and financial matters that may pertain to your business. Informative and accessible, J.K. Lasser's Guide to Self-Employment is designed for you, the self-employed person working alone as a service provider, to help pin down all of the tax breaks to which you may be entitled. Divided into three comprehensive parts, this reliable resource will help you: Learn the basics of tax reporting: from what it means to be self-employed and an overview of what you have to report—as well as where and when—to becoming familiar with Schedule C Discover the various types of deductions and credits you can claim to reduce revenue that's taxed Become familiar with an array of planning strategies that you can use to make better business decisions throughout the year as well as other strategies you can employ as your business grows And much more Don't be intimidated by taxes and other responsibilities of being self-employed. Instead, embrace the opportunities that a better understanding of tax, legal, and financial responsibilities can produce. Let J.K. Lasser's Guide to Self-Employment show you how. Don't forget to view the free online supplement to this book at JKLasser.com for late tax changes made by Congress and other up-to-the-minute developments.

J K Lasser ProEstate and Business Succession Planning

Author: Russell J. Fishkind
Publisher: John Wiley & Sons
ISBN: 9780471214489
Format: PDF, ePub
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EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one's mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: * How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 * Top twenty factors to consider when creating one's Will, as well as creating a Power of Attorney and Health Care Proxy * Annual Exclusion and Exemption Equivalent Planning * Irrevocable Life Insurance Trusts and Crummey Notices * Charitable Remainder Trusts and Foundations * Family Limited Partnerships * Business Succession Planning Techniques * Split Dollar Plans * Section 529 education plans * Retirement distribution rules * Self-Canceling Installment Notes * Intentionally Defective Grantor Trusts * GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com

1065 Preparation and Planning Guide 2009

Author: Sidney Kess
Publisher: CCH
ISBN: 9780808019572
Format: PDF, ePub, Docs
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CCH's 1065 Preparation and Planning Guide is the premier professional guide to preparing Partnership and LLC income tax returns -- plus you can use the Guide to get valuable CPE credits while preparing for the coming tax return season. It is a guide to both tax preparation and planning; and a source for both quick reference and CPE credits.

J K Lasser s Small Business Taxes 2017

Author: Barbara Weltman
Publisher: John Wiley & Sons
ISBN: 1119249139
Format: PDF
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The ultimate money-saving tax guide for the small business owner J.K. Lasser's Small Business Taxes is designed to help business owners make sense of their taxes and file correctly, on time, without over- or under-paying. Maximize your bottom line with a complete listing of all available business expense deductions, small business tax planning strategies, and the most up-to-date tax laws and requirements, including plain-English instructions on how to qualify, how to claim, and how to file. There's an e-supplement with the latest tax developments from the IRS and Congress. From employee wages and advertising, to repairs, rents, debts, and more, this book answers all of your questions about your 2016 filing. Stop wading through mountains of paperwork and browsing sketchy tax advice—this book puts America's most trusted tax advisors to work for your business. Detailed guidance includes recordkeeping requirements, dollar limits, sample forms, and checklists, and even shows you exactly which line on which form needs what information—and where to find it. Business taxes have so many moving parts that putting it all together can seem more difficult than actually running your business in the first place. J.K. Lasser puts a stop to the madness by breaking down the requirements, forms, and processes into a sensible workflow, with expert help that can save your business money. Organize your recordkeeping for a more streamlined filing Claim income and losses from business, property, and capital gains Identify the many business expenses that qualify as deductions Learn professional planning strategies specifically for small businesses Work more efficiently with your own tax advisor You're an expert on your business, not taxes. Unless you're inclined to moonlight as a tax accountant, you need a trusted expert on your side to help you keep more money where it belongs—in your business. J.K. Lasser's Small Business Taxes is the ultimate guide to filing quickly, correctly, and with less stress, so you can get filed and get back to work.

THINK Like a Self Made Millionaire

Author: Stewart H. Welch, III
Publisher: Morgan James Publishing
ISBN: 1630476900
Format: PDF, Kindle
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In THINK Like a Self-Made Millionaire: 10 Secrets to Success, learn the success secrets of virtually all self-made millionaires. You’ll pick up proven strategies and action steps to help you achieve sustainable financial freedom, peace of mind, and life success! Through the Get Rich on Purpose® series, America’s Financial Advisor, Stewart H. Welch III, shares the financial expertise and wealth “secrets” he learned while going from an average twenty-something to self-made millionaire before the age of forty. His message is clear: “Everyone has the power to transform themselves and create extraordinary levels of success.”