Book description
Written by experts Stephan Leimberg and John McFadden, The Tools &
Techniques of Employee Benefit and Retirement Planning, 12th edition,
applies the trusted Tools and Techniques approach to this complex area,
making it simple for you to confidently guide your clients through even
the most complex employee benefit and retirement planning processes.
This new edition remains the practical, time-saving resource filled with
up-to-date guidance you need for successful employee benefit and
retirement planning, including: Guidance that takes into account the
current and upcoming implications of the Patient Protection and
Affordable Care Act Current insights into retirement plans, including
government benefits, IRA, ERISA and Tax Rules for Qualified Plans,
Defined Benefit Plans, Defined Contribution Plans, and other Employer
Retirement Plans Practical analysis of the entire range of employee
benefit planning, including Cash Compensation, Equity Options, Cafeteria
Plans, Life Insurance Plans, Health Coverage, Disability, and Fringe
Benefits Valuable appendices providing primary source material along
with exclusive, time-saving tools In addition to providing clear and
practical guidance on key questions, The Tools & Techniques of
Employee Benefit and Retirement Planning has been fully updated to
include current information: All salary limitations are updated to 2011
numbers Deduction limits for defined benefit plans have been fully
clarified Estate tax coverage is current for 2011 Roth IRA limitations
are updated to reflect all recent changes Money purchase pension plan
analysis has been updated to reflect retirement in a down economy, as
well as the trend for less rapid increases in long service rank-and-file
salaries Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an
estate and financial planning software company, President of Leimberg
Associates, Inc., a publishing and software company in Bryn Mawr,
Pennsylvania, and Publisher of Leimberg Information Services, Inc. which
provides e-mail based news, opinion, and information for tax
professionals. Leimberg is the author of numerous books on estate,
financial, and employee benefit and retirement planning and a nationally
known speaker. Leimberg is the creator and principal author of the
entire TOOLS AND TECHNIQUES series (CALL 800 543 0874 for information or
to order) including: THE TOOLS AND TECHNIQUES OF ESTATE PLANNING THE
TOOLS AND TECHNIQUES OF FINANCIAL PLANNING THE TOOLS AND TECHNIQUES OF
EMPLOYEE BENEFIT AND RETIREMENT PLANNING THE TOOLS AND TECHNIQUES OF
LIFE INSURANCE PLANNING THE TOOLS AND TECHNIQUES OF CHARITABLE PLANNING
THE TOOLS AND TECHNIQUES OF RISK MANAGEMENT Leimberg is co-author, with
noted attorney Howard Zaritsky, TAX PLANNING WITH LIFE INSURANCE (CALL
800 950 1216 for information or to order). A nationally known speaker,
Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax
Institute, the Notre Dame Law School and Duke University Law School's
Estate Planning Conference, the National Association of Estate Planners
and Councils, and the AICPA's National Estate Planning Forum. Leimberg
has also spoken to the Federal Bureau of Investigation, and the National
Aeronautics and Space Administration. Leimberg was awarded the
Excellence in Writing Award of the American Bar Association's Probate
and Property Section. He has been honored as Estate Planner of the Year
by the Montgomery County Estate Planning Council and as Distinguished
Estate Planner by the Philadelphia Estate Planning Council. He is also
recipient of the President's Cup of the Philadelphia Life Underwriters,
a two time Boris Todorovitch Lecturer, and the First Ben Feldman
Lecturer. Leimberg was named 1998 Edward N. Polisher Lecturer of the
Dickinson School of Law and was a featured speaker at the American Bar
Association's Tax Sections Annual Meeting. Leimberg is a photography
enthusiast who has captured images while traveling the world. In his
free time, he publishes his unique gallery of photograhs and digital art
work online at www. unseenimages. com.
