Authoritative and easy-to-use, 2019 Tax Facts on Insurance & Employee Benefits shows you how the tax law and regulations are relevant to your insurance, employee benefits, and financial planning practices. Often complex tax law and regulations are explained in clear, understandable language. Pertinent planning points are provided throughout.  

Organized in a convenient Q&A format to speed you to the information you need, 2019 Tax Facts on Insurance & Employee Benefits delivers 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


• And much more!

 

Highlights of this new, 2019 edition include:

• Changes to individual retirement plans as a result of the act


• The large increases in estate exemptions and planning opportunities as a result


• Discussion of the 199A regs and their implications for individuals and small businesses


• A totally new section on Social Security planning strategies


• Revision of all tax changes from the Act that relate to any TF questions