Applications in financial planning I
By: Ted Kurlowicz, Jeff Rattiner, Sophia Duffy, Craig Lemoine, Kevin Lynch, Tom Brinker
Contributors: Rattiner, Jeff; Lemoine, Craig; Lynch, Kevin; Duffy, Sophia; Brinker, Tom
Edition: 1st ed.
Series: Huebner School series; Huebner School series
Publisher: American College Press
Published: 2014
Place of publication: Bryn Mawr, PA
Language: eng
ISBN-13: 9781582931586
Subjects: Personal Finance; Estate planning
Notes: Study Material HS 314-1

Includes index.
Table of contents: title: Characteristics of business entities; title: Transferring the closely held business; title: Case Study:  Ned Saunders; title: Planning issues for divorce and blended families, Part 1; title: Planning issues for divorce and blended families, Part 2; title: Divorce and blended families case study; title: Income tax issues for special needs families; title: Estate planning issues for special needs families; title: Case Study: Tax and financial planning for special needs families: Gregg and Donna Ford; title: Topic-based planning for lesbian, gay bisexual and transgendered clients; title: Financial planning within the LGBT community; title: Case Study: Gary and Emir