Estate Planning
Planning Techniques, Lifetime Giving, Wills & Trusts, Intestacy, Uses of Life Insurance, Gifts to Minors, Charitable Giving, Community Property...
|  | Business Entities
Proprietorships, Partnerships, LLCs & Corporations, Buy-Sell Agreements, Partnership & Corporate Taxation, Family Limited Partnerships...
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Estate, Gift and GST Taxes
The Federal Estate & Gift Tax, The Generation Skipping Tax, GST-Exempt ILITs, State Death Taxes...
| | Life Insurance and Annuities
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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Lifetime Gifts
Gifts to Minors, Charitable Giving, Crummey Powers, Gifts of Life Insurance...
| | IRAs and SEPs
Contribution and Deduction Limitations, Rollovers, Minimum Distribution Rules, Roth IRAs, Employer Sponsored Plans, Administrative Rules...
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Non-Qualified Plans, Split-Dollar
Key person insurance, Section 162 Plans, Non-Qualified Deferred Compensation, Split-Dollar Plans, Stock Options, Golden Parachutes...
| | Qualified Retirement Plans
Defined Contribution and Defined Benefit Plans, Profit Sharing and 401(k) Plans, ESOPs, Qualification Requirements, Tax Rules...
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Income Taxes
Income Taxation of Individuals, Estates & Trusts, Income Tax Planning Techniques, Capital Gains and Losses, Exclusions From Gross Income...
| | Employee and Govt Benefits
Business Health Insurance, Disability Insurance, Group Life Insurance, Welfare Benefit Funds and VEBAs, Cafeteria Plans, Government Benefits...
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Investment Planning
Types of Investment Vehicles, Taxation of Investments, Investment Strategies...
| | Financial Planning
Financial Planning Concepts, Financial Planning for Special Circumstances...
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AUS Special Reports
Topics of special interest to financial advisors.
| | State Law Digests
Covering Wills, Trusts, Intestacy, Insurable Interest,Insurance Exemption Laws..
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Case Studies
How Would You Advise?
| | Tables and Inflation Adjusted Amounts
Tax COLAs, Qualified Plans, IRAs, 7520 rate
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Specimen Forms
Various Planning Scenerios...
| | Guidex
Subject Index
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View All Main Libraries
A complete listing of all Main Libraries.
| | Topical Index
Index of General Subject Areas.
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