Expert Advice on Business and Personal Concerns, Problems, and Challenges.
These 40 Resource Reports are designed to help you save money, protect what you have accumulated, and build more wealth. They consist of 28 Business and 12 Personal/Family Reports and cover the big-dollar subject areas which most affect your business and personal finances. Each report is a comprehensive, self-contained solution center. The average number of pages is 25 and the average cost is $39; the range is $19 to $59.
All reports are updated continually to reflect recent tax legislation and all annual indices and limits published by the IRS, Social Security Administration, and other organizations.
#29: Your Will and Estate: Will It Do What You Want It to Do?
What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.
#30: Your Insurance: Getting the Most from Your Life Insurance Dollars and Protecting What You Have
A comprehensive checklist to audit all of your personal and business insurance coverage, including an inventory of policies/coverage, identifying gaps, selecting settlement options, and 17 ways to reduce and effectively use premium outlays.
#31: Your Home: Mortgages, Refinancings, Ownership, Sale, Insurance, and Taxation
The rules, restrictions, and options on the increasingly complex management task of home ownership. Includes analysis of mortgage financings, home equity loans, second and vacation homes, property insurance, and business use of a home.
#32: Your Investments: 44 Action Alerts to Use Today and Throughout the Year
A comprehensive guide with 44 action alerts and facts to use today, minimize capital gain taxes, maximize tax savings from investment losses, increase investment income, and reduce portfolio risk.
#33: Your Retirement: A Roadmap for Your Retirement Planning
How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.
#35: Your Assets: Financing and Refinancing Personal, Investment, and Business Properties
A review of all factors to be considered before financing or refinancing a personal, business, or investment mortgage, with an analysis of all costs associated with financing and refinancing.
#36: Your Ownership: What to Know About the Equity in Your Business
Detailed instructions to help you value the equity in a family business, with a Case Study of an actual business from start-up. Includes the concepts, initial capitalization, and value calculations. Also includes present value tables and discussion of present value analysis.
#37: Investment Formulas Help You Decide When to Hold, When to Sell
To help you decide if it’s worth holding a stock or bond for a long-term capital gain at different tax rates. Includes examples, formulas, and ways to reduce investment taxation.
#38: How Interest Rate Changes Impact Bond Prices
How to reduce portfolio risk by fully understanding the relationship between interest rates and the prices of short- and long- term securities, with ideas to reduce risk and an example of the impact on the prices of long-term securities at various interest rates.
#39: How to Maximize Retirement Income and Minimize Taxes
How to increase your after -tax retirement income, with a review of your retirement money, income, withdrawal options, taxation, Roth IRA, and strategies to increase your after- tax income after retirement.
#40: Real Property Investments: What to Know, What to Avoid
What it takes to make a good real estate investment and what it takes to be a good real estate investor. Also: Cash flow and refinancing examples, property management and tenants, company- owned facilities, and your home as an investment.