Financial Calculations and Worksheets 4 ed
A practical workbook on how to do income tax, retirement planning and estate planning calculations.
Select a format
One Year Subscription Only Terms
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
A practical workbook on how to do income tax, retirement planning and estate planning calculations.
Financial Calculations and Worksheets contains explanations and worked examples of various calculations encountered by financial planners. The book is divided into two parts. Part A contains the worksheets and examples and Part B contains tax tables, compound interest tables, tax rates and formulae that are needed to complete the worksheets. The worksheets are in A4 format so that the user can actually work through them and they are cross-referenced to the applicable tables in Part B. The book covers all types of calculations from compound interest to income tax, retirement planning and estate planning calculations, and includes rates, tables and formulae. Every professional financial planner should have a copy
Table of contents
Part A - Examples
Compound interest calculations
Income tax calculations
Part A - Worksheets
Compound interest calculations
Retirement planning calculations
Taxation of lump sum benefits from retirement funds
Investment calculations
Estate planning
Estate duty calculations
Calculations relating to matrimonial property regimes
Capital gains tax calculations
Income tax calculations
Business insurance calculations
Part B - Tables, Rates and Formulae
