Each portfolio in the Biebl-Ranweiler Portfolio Series contains 150 to 200 pages of action-oriented, step-by-step guidance.
The Series consists of the following titles:
Explains everything you need to know to advise clients on the tax and nontax implications of buy/sell agreements whether you're dealing with individuals, partnerships, or corporations.
Covers the unique requirements of establishing and maintaining cafeteria plans and includes understandable coverage of permitted and prohibited benefits, enrollment, nondiscrimination testing, disclosure requirements, and the new use-it-or-lose-it rules.
Choice of Business Entity
Provides logical, “how to” guidance by taking the practitioner through each step of the planning engagement process. It provides all the reference materials and implementation tools you and your staff requires to identify, market, and implement the best course of action for your client and the strategies that will best accomplish the client’s goals and objectives.
Charitable Giving Strategies
Provides step-by-step guidance on how your clients can use charitable trusts, private foundations, pooled income funds, and other strategies to accomplish their charitable giving goals and provide significant tax savings. Includes income, gift, and estate tax considerations and planning ideas.
Compensation Planning for Small Businesses
This Guide equips you with the knowledge and guidance to develop and administer optimal compensation and fringe benefit plans that help small businesses stay competitive by motivating key employees and preserving important tax benefits.
Choosing Retirement Plans for Small Businesses
This Guide has complete guidance on evaluating and choosing retirement plans to maximize contributions to key employees and owners of small businesses. It includes practical worksheets for projecting plan contributions and numerous real-life examples.
Provides key guidance and practical examples to help you when clients are contemplating or involved in separation or divorce. Includes practical discussions on collaborative law, and QDROs, as well as an overall approach that keys in on tax considerations during divorce.
Help clients determine if a family partnership is appropriate with respect to their unique goals. This Guide discusses the advantages and disadvantages of family partnerships, and includes guidance on forming, funding, and operating a family partnership.
Individual Retirement Accounts
Provides complete guidance on traditional IRAs, Roth IRAs, SEPs, SIMPLEs, and payroll deduction IRAs. Plus: choosing beneficiaries, deciding between Roth and traditional IRAs and Roth 401(k) s, converting traditional IRAs to Roth IRAs, etc.
Life Insurance Strategies
Discusses how to effectively use life insurance to provide estate liquidity, provide for a child’s education, benefit a favorite charity, fund a buy/sell agreement, and more. Includes income, gift, and estate tax considerations and planning ideas.
Self Employed Individuals
Covers critical issues related to starting, operating, and selling a sole proprietorship. Includes in-depth coverage of services you can offer to self-employed and home-based workers.
Uses and Taxations of Trusts
Explains when, why and how to use all commonly encountered trusts such as GRATs and GRUTs, QPRTs, split interest charitable, marital, life insurance, and more. Includes an insightful discussion about fiduciary accounting income and summarizes trust income taxation reporting and filing requirements. Provides all the practical information you need to know about the use of trusts in one valuable resource.