Corporate Super Funds





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Corporate Super Funds

Superannuation - Pension - Retirement - SMSF

Financial Planning - Self Managed Superannuation - Retirement - Income






Business Organizations In A Planning Context

RRP $755.99

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This book is designed for a corporations or business organizations course that introduces fundamental entity concepts in the context of legal planning challenges and through exercises that develop analytical, problem-solving, writing, and communication skills. The book features:

  • 66 mini case study problems
  • Core doctrinal concepts and contemporary issues, such as say-on-pay, latest shareholder proposal trends, director election bylaws, JOBS Act of 2012, advance notice bylaws (round two), and more
  • Comprehensive discussions on a wide range of planning challenges: choice-of entity, buy-sell agreements, employee protections, owner operational deal points, ethical challenges, shareholder debt, securities law exemptions, structuring business sales, director protections, controlling shareholder risks, hostile takeover bids, executive compensation, and more
  • Practical, understandable discussions on financial statements, fundamental financial concepts, business entity taxation, going public realties, bonds, drafting key organizational documents, business valuations, and more
  • Court opinions and statutory materials that eliminate the need for supplementary materials
  • Business literacy discussions
  • A companion website that supports the book (www.drakebusinessorganizations.com)

The book is supported by a teacher's manual that provides answers to the case study problems, recaps court opinions, and explains how the book is used in a large class (90 students) to help develop analytical, writing, teamwork, and communication skills. A companion website provides an optional PowerPoint slide library, sample exam questions, sample chapters and a table of contents.

For more information and additional teaching materials, visit the companion site.


Medicaid Planning

RRP $454.99

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If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2015 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 31, 2015, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 500 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.


Medicaid Planning

RRP $454.99

Click on the Google Preview image above to read some pages of this book!

If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2016 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2016, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 550 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.


Financial Markets And The Banking Sector

RRP $268.99

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Based on both theoretical and empirical approaches, the essays in this volume emphasise the role of ethics in a globalized economy. Part I looks at the evolution of global finance and how efficiently, or otherwise, it works, while Part II focuses on the role of banking institutions. Using up-to-date research, the contributors focus on recent developments in the financial world. The current economic crisis is also taken into account, making this volume an essential and timely study of particular value to economists and financial historians as well as those with a professional interest in the monetary sector.


Estate Planning For Married Couples

RRP $18.99

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This book is a step-by-step estate planning guide for married couples. There are individual chapters about estate plans for married couples with minor children; married couples with adult children; married couples without children and married couples with blended families. If you already have an estate plan, use the book to evaluate if your plan is up-to-date or if changes are necessary. Some of the topics included are: wills don't avoid probate; beneficiary designations supersede wills; a power of attorney terminates at your death; always name an alternate power of attorney; estate taxes (updated to reflect 2013 estate tax changes); a properly funded living trust will avoid probate; how to pick an estate planning attorney; and how a living trust differs from living wills. Forms There are no do-it-yourself legal forms, but there are 10 forms and checklists you can download (included in the price of the book) which make estate planning comprehensive, efficient and easy. A Personal Note from the Author "Although I've been an estate planning and probate attorney for 30 years, I'm really in the peace of mind business. Once your affairs are in order, you and your spouse will have made things as easy as possible for your family and you will achieve peace of mind. But there's an even better reason - when you have your affairs in order, you've also made things as easy as possible for your spouse."



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Corporate Super Funds Articles

Superannuation Pension Retirement SMSF
Financial Planning Self Managed Superannuation Retirement Income
Planning Taxation Finance Financial

Corporate Super Funds Books

Superannuation Pension Retirement SMSF
Financial Planning Self Managed Superannuation Retirement Income
Planning Taxation Finance Financial

Corporate Super Funds





imageedit_5_3949838586

Website Investments