Sources of the FEDERAL TAX Law, Federal Income Tax: General Law, The Internal Revenue Code, Revenue Rulings and Other IRS Materials...
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Selected Laws Affecting Insurance, Federal Income Taxation of Life Insurance & Annuities: Personal, Community Property Rights in Life Insurance...
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Taxation of Life Insurance, 1035 Exchanges, Gain or Loss on Surrender or Sale, Transfer For Value Rule, UL and VUL, Taxation of Annuities...
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A form of executive compensation that has been popular for many years is “split dollar” insurance...
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Goverment Non-tax requirements, Taxation, Group Survivors’ income benefit insurance, Welfare benefit funds, Health Reimbursement Arrangements...
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Introduction: Taxation of Investments, Introduction to Stocks, Dividends, Stripped Preferred Stock, Other Investment Vehicles...
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Introduction to Bonds, Treasury and Corporate Notes and Bonds, Convertible Bonds, Stripped Bonds and Coupons, Zero Coupon Bonds and Original Issue Discount...
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Joint Tenancy and Tenancy in Common, Tenancy by the Entirety, Community Property, UNIFORM MARITAL PROPERTY ACT,Overview of Real Estate Investments...
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Benefits Today, The Compensation Package, Cafeteria Plans, Fringe Benefits, Educational Assistance Programs, Educational Assistance Programs...
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Effective Executive Comopensation, Property Transferred as Compensation, Golden Parachutes,Below Market Loans: Compensation-related...
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Introduction, Types of Qualified Plans, Qualification Rules, Funding & Deductions, Plan Design, Fiduciaries and Plan Investments, Plan Termination...
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Goverment Non-Tax Requirements, Tax Aspects, Death Benefit Only Deferred Compensation, Planning a Deferred Compensation Agreement...
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Introduction, Erisa Provisions, Plan Requirements, Income Taxation,ROTH IRAs, EDUCATION IRAs...
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Federal Estate Tax – General, Life Insurance/Health Insurance/Annuities: Personal Insurance, The Federal Estate Tax Deductions and Credits...
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Planning Techniques, Lifetime Giving, Wills & Trusts, Intestacy, Uses of Life Insurance, Gifts to Minors, Charitable Giving, Community Property...
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Proprietorships, Partnerships, LLCs & Corporations, Buy-Sell Agreements, Partnership & Corporate Taxation, Family Limited Partnerships...
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The Federal Estate & Gift Tax, The Generation Skipping Tax, GST-Exempt ILITs, State Death Taxes...
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Gifts to Minors, Charitable Giving, Crummey Powers, Gifts of Life Insurance...
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Defined Contribution and Defined Benefit Plans, Profit Sharing and 401(k) Plans, ESOPs, Qualification Requirements, Tax Rules...
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Types of Investment Vehicles, Taxation of Investments, Investment Strategies...
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Financial Planning Concepts, Financial Planning for Special Circumstances...
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Topics of special interest to financial advisors.
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Covering Wills, Trusts, Intestacy, Insurable Interest,Insurance Exemption Laws..
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How Would You Advise?
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Tax COLAs, Qualified Plans, IRAs, 7520 rate
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Various Planning Scenerios...
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A complete listing of all Main Libraries.
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Index of General Subject Areas.
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