Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM
Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak
How to Successfully Market an Estate Planning Practice by Philip J. Kavesh
The Ladder of Success: An Asset Protection Planning Primer (2012) – Jeffrey Matsen
(Available for purchase through Amazon)
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The ABA Consumer Guide to Asset Protection – By Jeffrey Matsen
(Available for purchase through the American Bar Association) Read more »
The Tools & Techniques of Estate Planning, 16th Edition – By Stephan R. Leimberg, Lyn Eisner, Jonathan H. Ellis, Stephen N. Kandell, Ralph Gano Miller, Timothy C. Polacek & Morey S. Rosenbloom
The Tools & Techniques of Estate Planning for Modern Families, 1st Edition – By L. Paul Hood and Stephan R. Leimberg
2014 Field Guide to Estate Planning, Business Planning & Employee Benefits – By Donald Cady, J.D. LL.M., CLU and the Executive Editor is Randy L. Zipse, J.D., CPA
2014 Tax Facts on Individuals & Small Businesses – By Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
2014 Social Security & Medicare Facts – By Joseph F. Stenken, J.D., CLU®, ChFC®
2014 Tax Facts on Insurance & Employee Benefits – By Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
2014 Tax Facts on Investments – By Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®
2014 Healthcare Reform Facts – By Alson R. Martin, J.D., LL.M.
Inheriting an IRA – By Michael J. Jones, CPA
The Tools & Techniques of Employee Benefit & Retirement Planning, 13th Edition – By Stephan R. Leimberg and John J. McFadden
2014 ERISA Facts – By Frank J. Bitzer, Esq., FACEBC, and Nicholas W. Ferrigno, Jr., J.D., CLU®
The Advisor’s Guide to Qualified Plans – By Stephen Abramson, ChFC, CLU, CPC
The Tools & Techniques of Investment Planning, 3rd Edition – By Stephan R. Leimberg, Robert J. Doyle, Jr., Thomas R. Robinson & Robert R. Johnson
The Tools & Techniques of Financial Planning, 10th Edition – By Stephan R. Leimberg, Martin J. Satinsky, Robert J. Doyle, Jr., and Michael S. Jackson
The Tools & Techniques of Life Insurance Planning, 5th Edition – By Stephan R. Leimberg, Robert J. Doyle, Jr., and Keith A. Buck