eBook[PDF]

The Tools & Techniques of Income Tax Planning, 7th Edition By Stephan Leimberg, Michael Jackson, Jay Katz, John Scroggin, Robert Keebler

$30.00

✓ Secure checkout

✓ Instant digital download

✓ PDF document

Document details

Pages: 524
File size: 6.48 MB
Format: Digital PDF
Course: Business
Category: eBook[PDF]

About this ebook

The Tools & Techniques of Income Tax Planning, 7th Edition by Stephan Leimberg, Michael S. Jackson, Jay Katz, John J. Scroggin, and Robert S. Keebler is a comprehensive practitioner's guide. It details both foundational tax mechanics and complex, legally driven financial strategies. [1, 2]

📋 Core Topics Covered

The textbook breaks down complex tax rules into clear, topic-specific sections tailored for financial planners, accountants, and insurance professionals: [1, 2]

Individual Tax Planning: Core components of personal income tax, including filing statuses, timing strategies, individual tax deductions, and structural shifts in capital gains and losses. [1, 2]
Business & Entity Selection: Choosing and planning for small- to medium-sized business structures (e.g., S-corporations, LLCs, partnerships) to maximize post-tax revenue and align with corporate tax regulations. [1, 2, 3]
Healthcare & Executive Benefits: Tax compliance and structural planning surrounding Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs), and Flexible Spending Accounts (FSAs). This covers eligibility parameters, contribution limitations, tax reporting, and employer matching rules. [1]
Retirement & Wealth Preservation: Maximizing contributions to retirement accounts while navigating Required Minimum Distributions (RMDs) and complex wealth-transfer regulations. [1, 2]