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Estate Planning with Life Insurance, 3rd EditionThis popular guide provides insight into the many roles life insurance plays in estate planning for your business-owner and high net worth clients. Learn how life insurance can assist clients in securing lifetime financial success, and establish a strong legacy for their family and business.
This handy reference covers:
Determining client needs
Taxation and insurance
How to resolve and plan for estate liquidity needs
Effects of reduced capital gains on Corporate owned life insurance
Life Insurance and Business Succession
Alter Ego and Joint Partner Trusts as estate planning alternatives
Insured annuities
Living buyouts
New and expanded for this 3rd Edition:
Comprehensive Estate Planning Fact Finder
New chapter on leveraging life insurance, including "10/8" strategies and leveraged RCAs
New commentary on buy-sell arrangements between holding companies
Expanded sections on creditor protection techniques and testamentary insurance trusts
New chapter on charitable giving strategies
Updated chapters on Disability and Critical Illness taxation and buyout strategies
Special Offers available for Association Members and Affinity Program Partners. Is your firm participating? Call to check: 1-800-268-4522
Whatever you need to know about financial planning, you'll find it in this one comprehensive source. With a key word searchable database, you'll find it faster and easier than you can imagine. With Internet updating, you'll know about any news and changes as soon as they are reported. When you subscribe to this Library, you'll also receive free subscriptions to two monthly newsletters: Estate Planning for Financial Advisors and The Financial Planner.
Topics include:
Complete retirement and estate planning
Investment planning & products
Will, trusts and pension plans
Full tax and taxation issues including U.S. information
Comprehensive insurance information
CRA, HRDC and regulators checklists and forms
Legal, Compliance and Finance matters
Practice management tips and financial template letters
Features:
Keyword and phrase searches make information retrieval quick and easy
Hypertext links walk you through legislation, commentary and government forms and checklists
Copy, paste and print functions allow you to use information in your own client materials, newsletters or Web pages
Includes two monthly newsletters: Estate Planning for Financial Advisors and the Financial Planner
The subscription is updated frequently so you stay current and up-to-date on all the topics you need to know
Added features include continuous updating and 12 issues of the Estate Planning for Financial Advisors and The Financial Planner newsletters.
If you would like more details about this product, or would like to order a copy online, please click here.
A comprehensive guide that helps financial advisors initiate and plan for their clients' business succession. Legal, tax, insurance,
and financial implications are discussed. Practical and analytical, this book focuses on the personal and emotional issues involved,
potential obstacles, and solutions.
Topics covered:
New for this edition: Planning for the advisor’s own practice - Including FREE Practice Analyst CD
Getting started
Family-owned businesses
Identification of appropriate buyers
Determination of clients' key motivators
Insurance
Small business gains exemption
Business valuation
Circumstances of sale, such as retirement, disability, or death
Errors were discovered in a chart in Chapter Two, Selling at Retirement of The Advisor’s Guide to Business Succession Planning. Below is the corrected chart for Vendor Financing on Page 15. We apologize for any inconvenience that this error may have caused.
Correction to Vendor Financing Cash Flow Chart, Chapter Two - Page 15
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Financial Advisor's Pocket Reference – English
This handy booklet provides financial advisors with easy access to core financial planning information needed during the course of day-to-day business.
It gives you the information you need on the tax and financial components of many life situations. This compact reference guide is invaluable for the busy financial professional.
Includes details and information on:
Retirement planning
Personal tax
Estate planning
Pensions and benefits
Budget highlights
Insurance
Consumer Index
Great discounts available for bulk orders - call or email us today for details.
If you would like more details about this product, or would like to order a copy online, please click here.
Financial Advisor's Pocket Reference – French
The French version of this handy booklet provides financial advisors with easy access to core financial planning information needed during the course of day-to-day business. It gives you the
information you need on the tax and financial components of many life situations. This compact reference guide is invaluable for the busy financial professional.
Includes details and
information on:
Retirement planning
Personal tax
Estate planning
Pensions and benefits
Budget highlights
Insurance
Consumer Index
Great discounts available for bulk orders - call or email us today for details.
If you would like more details about this product, or would like to order a copy online, please click here.
This electronically delivered monthly newsletter will keep you up-to-date on legislative and judicial developments that relate to estate planning. It also includes feature articles, significant cases and summaries of proposed measures that could have an impact on estate planning. This newsletter is available to be e-mailed in PDF format only.
If you would like more details about this product, or would like to order a copy online, please click here.
CFP® Education ProgramTo register now, please call Advocis at 1-877-773-6765 or e-mail info@advocis.ca. If you require more information on the CFP® Education Program prior to registration, please contact CCH Customer Service at 1-800-268-4522 or (416) 224-2248, or e-mail cservice@cch.ca and ask for referral to your account manager. AVAILABLE NOW! The four modules in this course introduce you to the fundamentals important to the discipline of financial planning. You will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. You'll learn the basic concepts of contracting and family law and will be introduced to an analysis of government-sponsored benefit programs. M1 Time Value of Money Fundamentals M2 Financial Statements & Analysis M3 Legal – Fundamentals & Family Law M4 Government-Sponsored Benefit Programs Tools include free student edition software. Instructor resource manual is available to faculty members. 197B - Advocis members, package - $325.00 plus applicable taxes 1-55367-390-5 198B - Non members, package - $425.00 plus applicable taxes 1-55367-391-3 199B - Academic Partners, package - $175.00 plus applicable taxes 1-55367-392-1 199B - Standalone (not CFP registered), package - $218.75 plus applicable taxes 1-55367-392-1
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This book deals with the "far end of the process", helping financial advisors to create comprehensive plans for clients who are about to retire and begin receiving income.
If you would like more details about this product, or would like to order a copy online, please click here.
Your clients require help in managing their personal finances. They need complete financial planning services and who is better positioned to provide that service than you? As their accountant, you've earned your client's trust and respect. Helping them to manage their retirement and wealth is a natural step forward. By offering complete personal financial services, you'll serve their needs better, while enhancing your business practice. The modular curriculum of our accredited CFP™ Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP™ Examination. If so, you can use this educational product to fully prepare to earn your CFP(TM) designation. You can also use it simply to add to and update your financial planning knowledge for everyday use.
Content: There are a total of 19 modules provided in the CCH/Advocis CFP(TM) qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. There are also nine optional modules which present the remaining topics covered in the FPSC CFP™ Examination syllabus.
Self-study and Online Self-Testing : In addition to receiving four bound volumes of printed educational content, you obtain online access to the testing portion of the qualifying program. With two opportunities to test yourself over a period of one year, you’ll know what to review further and when you are ready to sit for the CFP™ Examination.
Significant savings: Four Complete Texts and one year of self-testing for $795. If you qualify to challenge the CFP Examination, you can obtain this learning at about half of the price of the full registration fees of the complete qualifying program.
In-class Instruction: Contact us or Ashton College, one of our CFP™ Education Program academic partners, to determine when this program is offered.
Recommended Modules : The following highly recommended modules are included in print and online testing : M 3- Legal Fundamentals and Family Law; M 4- Government Sponsored Benefit Programs; M 8- Professional Standards and Financial Industry; M 9- Risk Management- Fundamentals, Health, and Property & Casualty; M 10- Risk Management- Life Insurance and Living Benefits; M 11- Registered Pension Plans; M 14- Retirement Planning; M 16- Investments- Products; M 17- Investment Planning; M 19- Estate Planning.
Optional Modules: Modu
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The Financial Planner – NewsletterYou'll find staying up-to-date easy and convenient with this electronically-delivered monthly newsletter. It will keep you abreast of professional issues and events affecting you and your clients, plus relevant developments from the courts and legislators. In addition, you’ll have feature articles each month from leading financial practitioners on cutting-edge issues. This newsletter is available in electronic (PDF) format only. This newsletter is available free with a oneSource subscription.
If you would like more details about this product, or would like to order a copy online, please click here.
Canadian Financial Planning Manual, 4th Edition
The Canadian Financial Planning Manual provides students with an essential overview of financial planning in Canada today. This practical guide offers valuable research and insight into the seven key financial planning areas:
Feature
Basics of Finance (Cash Management) Developing client plans, budgeting, and debt elimination strategies. Insurance Insurance needs analysis, estate preservation, and product comparisons. Investment Planning Debt and equity analysis, managing a portfolio, and risk and reward. Taxation Income-splitting strategies, tax on business, employment and investment income. Retirement Planning RRSPs, DPSPs, RRIFs, and retiring abroad. Estate Planning Wills, succession planning, probate fees, and taxation at death. Code of Ethics from the Financial Planners Standards Council Required reading for the Professional Proficiency Examination.
If you would like more details about this product, or would like to order a copy online, please click here.
Why we created Financial Planning Education for Accountants: A Fast Track to the CFP(TM) Examination. Your clients require help in managing their personal finances. They need complete financial planning services and who is better positioned to provide that service than you? As their accountant, you've earned your client's trust and respect. Helping them to manage their retirement and wealth is a natural step forward. By offering complete personal financial services, you'll serve their needs better, while enhancing your business practice. The modular curriculum of our accredited CFP™ Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP™ Examination. If so, you can use this educational product to fully prepare to earn your CFP(TM) designation. You can also use it simply to add to and update your financial planning knowledge for everyday use.
Content: There are a total of 19 modules provided in the CCH/Advocis CFP(TM) qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. There are also nine optional modules which present the remaining topics covered in the FPSC CFP™ Examination syllabus.
Self-study and Online Self-Testing: In addition to receiving four bound volumes of printed educational content, you obtain online access to the testing portion of the qualifying program. With two opportunities to test yourself over a period of one year, you’ll know what to review further and when you are ready to sit for the CFP™ Examination.
Significant savings: Four Complete Texts and one year of self-testing for $795. If you qualify to challenge the CFP Examination, you can obtain this learning at about half of the price of the full registration fees of the complete qualifying program..
In-class Instruction: Contact us or Ashton College, one of our CFP™ Education Program academic partners, to determine when this program is offered.
Recommended Modules: The following highly recommended modules are included in print and online testing: M 3- Legal Fundamentals and Family Law; M 4- Government Sponsored Benefit Programs; M 8- Professional Standards and Financial Industry; M 9- Risk Management- Fundamentals, Health, and Property & Casualty; M 10- Risk Management- Life Insurance and Living Benefits; M 11- Registered Pension Plans; M 14- Retirement Planning; M 16- Investments- Products; M 17- Investment Planning; M 19- Estate Planning.
Opti
If you would like more details about this product, or would like to order a copy online, please click here.
