Welcome to our bookstore! Either select from the items below or use the search box where you can find best-selling books and audio CDs.
|New & Best-Sellers|
The Book of TrustsThe Book of Trusts
shows how your clients can use trusts to dodge probate, avoid Medicaid liens, save for their children's education, transfer income-generating assets into lower tax brackets, shelter their wealth from creditors, provide for their surviving spouse ... and more!
Retirement Tax Guide
Maximize your client’s retirement dollars by taking full advantage of the many tax-reducing shelters, trusts, credits and deductions available only to retirees.
|Use the Search box below to find other books that meet your needs!|
It’s Time for a TRID Check Up
What To Do When A Customer Dies
Understanding And Managing The CFPB Complaint Process
Dealing With Appraisals: Regulations And Requirements
IRS Information Reporting: Rules and Forms
Fiduciary Accounts: Soup To Nuts
Certified Regulatory Vendor Program Manager
New Federal Rules Target Student Bank Accounts - Top 10 Compliance Issues
Top 50 Most Important SD Procedures - 2017 Update
Teller Compliance Issues: CTRs, Reg CC and Checks
W-9, W-8BEN and W-8BEN-E
Marketing &Advertising Compliance, including UDAAP Expectations
Signature Cards and Account Agreements: Understanding Account Titling, Ownership and Access
Ratio Analysis To Determine Financial Strength
Robbery Procedures, Counterfeit and Fraudulent Items