Product Description

The Financial Planning Answer Book covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, insurance, income tax and estate planning, and regulatory issues. The approach is practical and comprehensive, covering the basics of each topic through to practical explanations and expert guidance on applying the techniques, navigating thelaws and regulations and achieving the client's goals. The Financial Planning Answer Book helps financial planners, CPAs, and practitioners: 1. Familiarize themselves with all of the key areas of personal financial planning. 2. Understand how to utilize the financial planning process in practice in the various disciplines of financial planning (e.g., investments, insurance, income tax, retirement, and estate planning. 3. Gain an in-depth understanding of tax and regulatory issues, and how to address them. 4. Identify and focus on the core client interests of financial planners.

Product Details

• Amazon Sales Rank: #1454086 in Books
• Published on: 2007-10-19
• Original language: English
• Number of items: 1
• Binding: Paperback
• 550 pages

About the Author
Jeffrey H. Rattiner is preseident of JR Financial Group, Inc., a multipurpose firm serving the financial services industry and consumers. A CPA, CFP, and widely recognized expert on financial planning, he has worked within several key financial planning organizations, including serving as director of professional development and corporate sponsorship for the Institute of Certified Financial Planners, director of technical standards for the CFP Board of Standards, and technical manager in the Personal Finance Planning division of the AICPA. He publishes and speaks regularly on financial planning and related topics. Mr. Rattiner earned is Bachelor of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College in 1981, his MBA in Certified Public Accounting from Hofstra University in 1983, and his Certified Financial Planner education from New York University in 1992. He is licensed as a Certified Financial Planner (CFP) with the CFP Board of Standards in Denver, Colorado and as a Certified Public Accountant & Insurance Broker in New York and Colorado.