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    The Tax & Financial Planning Online Resource 

    Answers You Trust... Results Clients Count On
    The Indispensible Tax Resource for Financial Advisors
    Tax Facts Online delivers the same, trusted information as the time-tested Tax Facts Source Books with the benefits of robust search power, interactive calculators & tables, copy/paste capability, and daily updates as changes occur.
    Access More! Search Across all Online Services at Once
    Subscribers to multiple Tax Facts Series of Online services, including Field Guide Online, Field Guide to Financial Planning Online, Tax Facts News, and/or ERISA Facts Online, will be able to search for information across all subscriptions services purchased from a single start page and query.

     Tax Facts Online 

    Get on. Get answers. Get going.

    Tax Facts Online offers the extensive data contained within the renowned Tax Facts on Insurance & Employee Benefits and Tax Facts on Investments Source Books in a single convenient and easy-to-use online resource.

    Complete Coverage of:

    - Roth 401(k)
    - HSAs
    - Insurable Interest
    - 403(b) Plans
    - Cafeteria Plans
    - Deferred Compensation under 409A
    - Mutual Funds
    - Incentive Stock Options
    - Options & Futures
    - Real Estate
    - Stocks
    - Bonds

    And More!

    Delivering the answers you trust and results your clients count on, Tax Facts Online puts the power of authoritative answers at your fingertips, letting you focus on delivering superior service to your clients.

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    Tax Facts Online
    12-Month Subscription
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     ERISA Facts Online 

    Is DOL and Tax Compliance Important to you?

    An ERISA Facts subscription now includes the always current 12-month Online subscription plus the print ERISA Facts annual reference book.

    ERISA Facts offers insights into hundreds of critical issues ranging from enforcement of the DOL to fiduciary dutuies and everything in between!

    Delivers valuable information on:

    - Enforcement Procedures of the DOL
    -     Administrative Requirements and Disclosure Provisions
    - Civil Compliance and Criminal Enforcement
    -     Hundreds of additional critical issues affecting employee benefits plans.

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       ERISA Facts Online
      12-Month Subscription

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     Field Guide Online 

    Let Field Guide Work for You.

    Each Field Guide Online Service offers the full content of the renowned Field Guide Source Books authored by Donald F. Cady.  Each Field Guide resource offers step-by-step strategies and solutions for literally hundreds of planning needs.  Gain the benefit of detailed concept explanations, client prompts, clear charts and graphs, and exact cross-references back to the Tax Facts resources.

    Field Guide to Estate, Employee, & Business Planning Online

    Targeted strategies including:

    - Life Insurance
    -     Business Valuation
    -     Cross-Purchase Agreements
    -     Split-Dollar Insurance

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      Field Guide to Estate, Employee, & Business Planning Online
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      Field Guide to Financial Planning

      Offers the best financial planning solutions for:

      - Portfolio Management
      -       Investment Analysis
      -       Alternative Minimum Tax
      -       Mutual Funds
      -       Real Estate

      And much more!

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      Field Guide to Financial Planning Online
      12-Month Subscription
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     Get Tax Headlines Delivered to Your Inbox 

    What goes great with Tax Facts Online?
    Tax Facts News!

    Tax Facts NewsStay up-to-date on key developments that affect your business.  Tax Fact News delivers the headlines you need to know, right to your mailbox monthly. 

    An ideal resource to supplement your Tax Facts Online subscription.  Another tool from the Tax Facts Editors to help you stay on top.

    Subscribe Today!
    12-MONTH TAX FACTS NEWS ONLINE

     

    Register now for a 15-day trial of TAX FACTS Online!

    For 15 days, you will have free access to the full menu of TAX FACTS.

    • Expert-driven search capabilities
    • Renowned question and answer format
    • Important tables and calculations
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    Tax Facts Series Online Products 

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