Tax Planning with Life Insurance: Analysis with Forms.Tax Planning Tax planning Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer. with Life Insurance: Analysis with Forms, by Howard M. Zaritsky and Stephan R. Leimberg (WG&L, 2d ed., 1998), provides a comprehensive and practical guide to life insurance tax planning. The book presents ideas and planning strategies for using life insurance to accumulate tax-sheltered wealth, then shows how to transfer wealth flee of estate, gift and generation-skipping transfer taxes. It covers using life insurance in both revocable rev·o·ca·ble also re·vok·a·ble adj. That can be revoked: a revocable order; a revocable vote. Adj. 1. and irrevocable trusts; creative uses of life insurance for charitable giving; and corporate and partnership uses of life insurance. In addition, the book thoroughly examines and explains all the major types of life insurance policies. It also includes charts, checklists and many examples, sample documents and forms. Over 1,000 pages; $270 print version (updated quarterly); $390 online version (updated as needed as needed prn. See prn order. ). Contact (800) 950-1216; www.riahome.cons. Philip R. Fink, J.D., CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. Professor of Taxation University of Toledo National recognition In its 125-year history UT has garnered several national accolades. The University’s programs, faculty and facilities have been highlighted in the media, including Toledo, OH |
|
||||||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion