Abstract yellow image
Resources

Vol. 2 - The Adviser’s Guide to Financial & Estate Planning – 16th Ed

Oct 08, 2025 · 3.5 MB Download

SECTION

EXCLUSIVE

Resource

available

The 16th edition of Volume 2 includes 2025 annual updates on all limits and tax rates. You will find updated rules on QLACs and opportunities using QCDs and PTET planning, special rules for senior catch-up contributions, and use of general powers of appointment in tax planning by trust protectors. You’ll also find:

  • Annuities

  • Employee benefits (including a deep dive on SECURE 2.0

  • Transfers includible in estate at death

  • Wills

  • The marital deduction

  • Powers of appointment

  • … and much more!

Download the The Adviser’s Guide to Financial & Estate Planning: V2-16th Edition

File name: FEPG-Volume-2-16th edition.pdf

Reserved for PFP Section Members

Already a PFP Section Member?

Log in with your account
 
Forgotten email
Forgotten password

Not a PFP Section Member?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Discover the benefits of:

PFP Section

Exclusively for

Personal Financial Planning Section

Mentioned in this article

Topics

Personal Financial Planning

Subtopics

Employee & Business Owner Planning
Estate Planning
Risk Management & Insurance Planning
Manage preferences

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information

    }