Product Description

Obtain 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments with the convenience of a single order and save 34 The 2017 editions are filled with updated authoritative and clear answers to critical tax questions covering insurance employee benefits and investments. Pertinent planning points are provided throughout.Organized in a convenient Q&A format to speed you to the information you need 2017 Tax Facts on Insurance & Employee Benefits and 2017 Tax Facts on Investments deliver the latest guidance on- Estate & Gift Tax Planning- Life Insurance- Health Insurance including Health Care Reform- Long-Term Care Insurance- Annuities- Federal Income Taxation- Traditional IRAs and Roth IRAs- HSAs- Capital Gains Qualifying Dividends- Non-qualified Deferred Compensation Under IRC Section 409A- Mutual Funds & Trusts- Incentive Stock Options- Real Estate- Stocks & Bonds- Oil & Gas- Precious Metals & Collectibles- And much moreKey updates for 2017- New questions on annuities including a chart on different annuity types as well as new Planning Points pertaining to annuities- Expanded coverage of Health Savings Accounts (HSAs)- Coverage of new deferred compensation regulations- New Planning Points on IRAs Roth IRAs and 401(k)s and new questions on inherited IRAs- New questions on additional requirements from the IRS on Form 5500- New section on the Department of Labor Fiduciary Rule- Important federal income and estate tax developments impacting depreciation- New questions on bond investment- Greatly enhanced coverage of Intellectual Property with the addition of 24 questionsPlus youre kept up-to-date with online supplements for critical developments.Written and reviewed by practicing professionals who are subject matter experts in their respective topics Tax Facts is the practical resource you can rely on.