{"product_id":"the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fifth-edition","title":"The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition","description":"\u003cp\u003e\u003cstrong\u003eBook info:\u003c\/strong\u003e The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition (Paperback, 642 pages) – The National Underwriter Company, 2022. Language: English.\u003c\/p\u003e\n \u003cp\u003eThe Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Fifth Edition, meets the demand for comprehensive and realistic financial planning analytical practice problems. The fifth edition has been comprehensively updated to meet this demand, with several new cases added in chapter fourteen.\u003c\/p\u003e\u003cp\u003eWith twenty up-to-date case studies, strategies to develop client-specific recommendations, and learning aids like access to a fully integrated Financial Planning Analysis Excel™ package, this is a must have for any aspiring financial planner. It provides the tools and foundation to learn by doing.\u003c\/p\u003e\u003cp\u003eThis title features:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA content review of the major subject areas typically taught in a college-level financial planning curriculum\u003c\/li\u003e\n\u003cli\u003eA comprehensive review of important financial planning mathematical formulas and procedures\u003c\/li\u003e\n\u003cli\u003eA step-by-step guide to the preparation of a comprehensive personal financial plan\u003c\/li\u003e\n\u003cli\u003eFinancial planning strategies that can be applied to a variety of clients and client circumstances\u003c\/li\u003e\n\u003cli\u003eInstructions on how to do calculations essential to creating a financial plan.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eNew in the Fifth Edition:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eNew case studies, including a psychology of financial planning case study and a new case study on ethics and practice standards\u003c\/li\u003e\n\u003cli\u003eThe latest tax figures and data, including a new section summarizing the time value of money calculations, including updated tax rates and standard deductions, pass-through deductions, qualified business income, and more\u003c\/li\u003e\n\u003cli\u003eUpdate on educational financing, including the latest figures for a gift tax exclusion and the latest on 529 plan contributions, the American Opportunity Credit, and the Lifetime Learning Credit\u003c\/li\u003e\n\u003cli\u003eThe latest retirement plan figures, including retirement plan catch-up provisions and taxation of social security benefits\u003c\/li\u003e\n\u003cli\u003eUpdated estate planning figures, including trust and estate ordinary income rates and capital gain tax rates\u003c\/li\u003e\n\u003cli\u003eA preview of possible changes to the Secure Act (Secure Act 2.0), including RMD and 401k plan proposals\u003c\/li\u003e\n\u003cli\u003eAnalysis of the different types of business entities, including partnerships, LLCs, S-Corps, and C-Corps\u003c\/li\u003e\n\u003cli\u003eDiscussion of risk and return, including inflation risk and market risk\u003c\/li\u003e\n\u003cli\u003eA new section on benchmarking, including the most widely used market indexes\u003c\/li\u003e\n\u003cli\u003eA new section personal automobile policies, including discussion of bodily injury and property damage liability\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eTopics Covered:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eThe Financial Planning Process\u003c\/li\u003e\n\u003cli\u003eFinancial Planning Computations\u003c\/li\u003e\n\u003cli\u003eCash Flow and Net Worth Planning\u003c\/li\u003e\n\u003cli\u003eIncome Tax Planning\u003c\/li\u003e\n\u003cli\u003eLife Insurance Planning\u003c\/li\u003e\n\u003cli\u003eHealth Insurance Planning\u003c\/li\u003e\n\u003cli\u003eDisability Insurance Planning\u003c\/li\u003e\n\u003cli\u003eLong-Term Care Insurance Planning\u003c\/li\u003e\n\u003cli\u003eProperty and Casualty Insurance Planning\u003c\/li\u003e\n\u003cli\u003eEducation Planning\u003c\/li\u003e\n\u003cli\u003eRetirement Planning\u003c\/li\u003e\n\u003cli\u003eEstate Planning\u003c\/li\u003e\n\u003cli\u003eAnd More! See the “Table of Contents” section for a full list of topics\u003c\/li\u003e\n\u003c\/ul\u003e  ","brand":"John E. Grable, Ronald A Sages, Michelle E Kruger","offers":[{"title":"Default Title","offer_id":46071207592170,"sku":"9781954096554","price":180.17,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0714\/5301\/6298\/files\/41RqIObXulL._SX679.jpg?v=1781289337","url":"https:\/\/textbookme.store\/products\/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-fifth-edition","provider":"TextbookMe","version":"1.0","type":"link"}