Financial Planning

The Financial Planning Answer Book 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, ins
List Price: $199.00
Our Price: $189.00

Tax and Wealth Strategies for Family Businesses is a "one-stop" reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting ent
List Price: $190.00
Our Price: $180.00

Stock Options: Estate, Tax, and Financial Planning provides the answers. In addition, it raises many more questions for which there are no clear answers. It is a comprehensive guide for estate, tax, and financial planners who advise clients about employee
List Price: $225.00
Our Price: $205.00

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundatio
List Price: $220.00
Our Price: $205.00

Controllership: The Work of the Managerial Accountant
List Price: $180.00
Our Price: $160.00