Covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, insurance, income tax and estate plann

Provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation.

Stock Options: Estate, Tax, and Provides the answers to the unique features of stock options and the numerous questions over how and when they are taxed, valued, and recorded for financial statement purposes.