At The Ultimate Estate Planner, Inc., we are always trying to find the best products and resources available to assist practitioners. One of the ways that many estate planning professionals learn is through the more traditional method of reading books (yes, actual books!). We are pleased to team up with The National Underwriter Company and bring to you a number of books available for purchase through our website. We will be adding more publications in the next few weeks, so be sure to come back for more!

ESTATE PLANNING BOOKS

The Tools & Techniques of Estate Planning, 16th Edition

Authors: Stephan R. Leimberg, Lyn Eisner, Jonathan H. Ellis, Stephen N. Kandell, Ralph Gano Miller, Timothy C. Polacek & Morey S. Rosenbloom

The 16th Edition of The Tools & Techniques of Estate Planning provides the tools and techniques that every estate planner, financial planner, and insurance professional needs to help their clients preserve their assets under current law. It is completely updated, conforms with the American Taxpayer Relief Act of 2012, and delivers numerous enhancements including time-saving forms for estate planning, new guidance on handling intra-family loans, and a new chapter of Digital Estate Planning issues.

Product Details:

• ISBN: 9781939829085
• Pages: 836
• Format: Printed, soft-bound
• Published: May 13, 2013
• Publisher: The National Underwriter Company
• View Table of Contents

Print Edition: $145

The Tools & Techniques of Estate Planning for Modern Families, 1st Edition

Authors: L. Paul Hood and Stephan R. Leimberg
The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.

Product Details:

• ISBN: 9781939829146
• Pages: Approx. 900
• Format: Printed, soft-bound
• Published: November 22, 2013
• Publisher: The National Underwriter Company
• View Table of Contents

Print Edition: $155

2014 Field Guide to Estate Planning, Business Planning & Employee Benefits

Authors: Donald Cady, J.D. LL.M., CLU and the Executive Editor is Randy L. Zipse, J.D., CPA
2014 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.

• Make the clearest presentations to clients – based on current data, laws and policies
• Engage and educate clients with easy-to-understand illustrations that present concepts simply and understandably
• Speed your own research and preparation using handy checklists, cross references and summaries

The 2014 edition of Field Guide to Estate Planning, Business Planning & Employee Benefits is updated with these key updates and enhancements:

• New terms and concepts: “Spousal Lifetime Access Trust (SLAT),” “Reciprocal Trust Doctrine,” “Valuation of Life Insurance,” “Top-Hat Plan”
• Reflects the provisions of the American Taxpayer Relief Act of 2012
• Updated retirement plan contribution limitations and inflation and retirement longevity figures
• Current facts about the cost of rearing a child
• Traditional and Roth IRA phase-out limits
• Plus, it’s fully cross referenced to the 2014 editions of Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments.

Authored by Donald Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to final professionals of all levels.

Product Details:

• ISBN: 9781938130762
• Pages: 652
• Format: Printed, soft-bound
• Published: 2014 Version Pending
• Publisher: The National Underwriter Company

PRE-ORDER YOUR COPY NOW—Print Edition: $120

TAX PLANNING BOOKS

2014 Tax Facts on Individuals & Small Businesses

Authors: Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
The newest addition to the Tax Facts Library, Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. It is the essential tax reference for financial advisors and planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals. Organized in a convenient Q&A format to speed you to the information you need, Tax Facts on Individuals & Small Business delivers the latest guidance on Healthcare, Home Office, Contractor vs. Employee — clarified!, Business Deductions and Losses, Business Life Insurance, Small Business Valuation, Small Business Entity Choices, Accounting — including guidance on how standards change as the business grows, Capital Gains, Investor Losses, New Medicare Tax and Net Investment Income Tax, and Individual Income Taxation.

Written and reviewed by practicing professionals who are subject matter experts in their respective topics, Tax Facts on Individuals & Small Business is the practical and authoritative resource you can rely on.

Product Details:

• ISBN: 9781939829351
• Pages: Unknown
• Format: Printed, soft-bound
• Published: November 22, 2013
• Publisher: The National Underwriter Company

Print Edition: $120

2014 Social Security & Medicare Facts

Author: Joseph F. Stenken, J.D., CLU®, ChFC®
This essential resource delivers completely up-to-date answers to over 500 Social Security & Medicare questions — all in a convenient Q&A format, fully indexed and filled with time-saving charts and tables:

The 2014 Edition includes updated coverage of:

• Retirement & disability benefits
• Filing for benefits
• Loss of Social Security benefits due to “excel retirement earnings”
• Social Security taxes
• Railroad retirement
• Benefits for federal government employees
• Medicare Part B, Medical Insurance
• Medicare Part D, Prescription Drug Insurance
• How to submit Medicare claims and appeals
• Social Security coverage
• Benefit computation
• Taxation of Social Security benefits
• Wages & self-employment income
• Benefits for service members & veteran
• And much more!

Key updates included in the 2014 edition of Social Security & Medicare Facts ensure you’re working with the most current information including:

• Calendar year 2014 Social Security dollar benefit amounts that include the 1.5% COLA adjustment
• Updated introductory material on who is covered by Social Security & Medicare, including the major exceptions
• Additional new introductory material on how to plan for retirement using Social Security & Medicare benefits with Q&As on benefits strategies, timing, and calculation
• Additional discussion of the impact of the Affordable Care Act on Medicare

Product Details:

• ISBN: 9781939829498
• Pages: 480
• Format: Printed, soft-bound
• Published: December 17, 2013
• Publisher: The National Underwriter Company

PRE-ORDER YOUR COPY NOW—Print Edition: $120

2014 Tax Facts on Insurance & Employee Benefits

Authors: Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
Authoritative and easy-to-use, 2014 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. Organized in a convenient Q&A format to speed you to the information you need, 2014 Tax Facts on Insurance & Employee Benefits delivers the latest guidance on Estate & Gift Tax Planning, Roth IRAs, HSAs, Capital Gains, Qualifying Dividends, Non-qualified Deferred Compensation Under IRC Section 409A and much more!

Key updates for 2014 include: Important federal income and estate tax developments impacting insurance and employee benefits including changes from the American Taxpayer Relief Act of 2012

• Concise updated explanation and highlights of the Patient Protection and Affordable Care Act (PPACA
• Expanded coverage of Annuities
• New section on Structured Settlements
• New section on International Tax
• More than thirty new Planning Points, written by practitioners for practitioners, in the following areas:
• Life Insurance
• Health Insurance
• Estate and Gift Tax
• Deferred Compensation
• Individual Retirement Plans

Product Details:

• ISBN: 9781939829221
• Pages: Volume 1 = 866 and Volume 2 = 852
• Format: Printed, soft-bound
• Published: September 15, 2013
• Publisher: The National Underwriter Company

Print Edition: $120

2014 Tax Facts on Investments

Authors: Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
2014 Tax Facts on Investments provides clear, concise answers to often complex tax questions concerning investments. Pertinent planning points are provided throughout. Organized in a convenient Q&A format to speed you to the information you need, 2014 Tax Facts on Investments delivers the latest guidance on Mutual Funds, Unit Trusts, REITs, Incentive Stock Options, Options & Futures, Real Estate, Stocks, Bonds, Oil & Gas, Precious Metals & Collectibles and much more!

Key updates for 2014:

• Important federal income and estate tax developments impacting investments, including changes from the American Taxpayer Relief Act of 2012
• Expanded coverage of Reverse Mortgages
• Expanded coverage of Real Estate Investment Trusts (REITs)
• More than 30 new Planning Points, written by practitioners for practitioners, in the following areas
• Limitations on Loss Deductions
• Charitable Gifts
• Reverse Mortgages
• Deduction of Interest and Expenses
• REITs

Product Details:

• ISBN: 9781939829245
• Pages: 736
• Format: Printed, soft-bound
• Published: September 15, 2013
• Publisher: The National Underwriter Company

Print Edition: $120

2014 Healthcare Reform Facts

Author: Alson R. Martin, J.D., LL.M.
Organized in a convenient Q&A format to speed you to the information you need, the completely updated 2014 Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).

Only 2014 Healthcare Reform Facts clearly explains:

• The special tax incentives that apply to small businesses
• The new W-2 reporting requirements for health benefits and who is exempt
• Tax and other benefits of a grandfathered plan
• Whether employers will want to continue to offer health insurance — why and why not. And why different employers will reach different decisions
• How the health insurance exchanges work and who can obtain a tax subsidy for buying a policy. The potential problems that exist for those in states without their own exchanges
• What must be considered in changing employer or individual health insurance plans
• And much more!

Key Updates for 2014:

• Detailed information on the PCORI (Patient Centered Outcome Research Institute) fees and remittance requirements
• Updated federal poverty guidelines and the guidance that changes when these criteria change
• New guidance on and provisions of the updated SBC template
• New guidance on the 90-day waiting period limit rule
• Details on the employer mandate penalties and the impact of implementation delays
• Complete information on the Department of Labor Self-Help Healthcare Reform Grandfathered Plan Checklist
• Explanation of various requirements that have been eliminated or revised, such as contraceptive care for religion-affiliated institutions and the elimination of certificates of creditable coverage for preexisting conditions
• Information on the delay in the Exchange Notice release
• Analysis of the federal SHOP Exchanges for small employers and their potential impact
• And much more!

Product Details:

• ISBN: 99781939829535
• Pages: 256
• Format: Printed, soft-bound
• Published: November 22, 2013
• Publisher: The National Underwriter Company

Print Edition: $136

FINANCIAL & INVESTMENT PLANNING

The Tools & Techniques of Investment Planning, 3rd Edition

Authors: Stephan R. Leimberg, Robert J. Doyle, Jr., Thomas R. Robinson & Robert R. Johnson
The Tools & Techniques of Investment Planning, 3rd Edition, is the one resource delivering the latest techniques that take recent tax changes into account. This new edition covers all the changes in tax law and highlights many different strategies for managing portfolios.

In addition to everything that made the prior editions so effective and popular, the latest edition includes new chapters covering:

• The Investment Planning Process
• Hedge Funds
• Separately Managed Accounts and Unified Managed Accounts
• Structured Products

And each chapter is filled with examples illustrating the key issues in these areas.

You also now get all the advantages of:

• Current formulas, tables, exhibits, and numbers
• An entire section on pooled investments
• Updates to the chapter covering ETFs
• A demystifying approach to handling global investments
• Practical insights into the strengths and weaknesses of different investment approaches throughout

Product Details:

• ISBN: 9781939829160
• Pages: Approx. 600
• Format: Printed, soft-bound
• Published: November 22, 2013
• Publisher: The National Underwriter Company

Print Edition: $155

SALES TAX
Sales tax will be applied for all California purchasers.

REFUND POLICY
No refunds will be issued on any e-books. For all print edition books, refunds may be issued provided that the customer has not opened the book in its protective wrapping and there is no damage to the book. Customer is responsible for the cost to ship back the book (or books) to our office and a $50 restocking fee per book will apply.