Organized into four essential sections — estate planning, retirement planning, business planning, and employee benefits — the 2027 Field Guide gives advisors, planners, and tax professionals a fast, reliable way to identify and apply the concepts and techniques that matter most to their clients. Each topic is paired with practical guidance on the latest legislation and case law, and complex subjects are broken down with clear, easy-to-follow charts.
This edition includes updated state-by-state summaries covering sales tax, capital gains, and estate/inheritance tax rates, along with 2027 projected inflation adjustments — making it equally valuable as a daily desktop reference or a classroom training tool.
New in the 2027 Edition:
- Updated One Big Beautiful Bill Act coverage — expanded summary at the front of the book plus updated guidance throughout, including the latest on Trump Accounts and the child and dependent care tax credit
- Updated inflation adjustments across all applicable planning thresholds
- 2027 Health Savings Account limits
- Revised state-by-state summary of intestate succession laws
- Revised state-by-state summaries of income tax, capital gains tax, and estate and inheritance tax
- Updated state laws on creditor protection for life insurance benefits
- New case discussion: the 2025 lawsuit filed by NASCAR driver Kyle Busch and his wife Samantha against Pacific Life Insurance Company, alleging misrepresentations connected to five policies purchased between 2018 and 2022
Key Topics Covered:
- One Big Beautiful Bill Act
- SECURE Act and SECURE Act 2.0
- Estate, gift, and income tax planning strategies
- Business valuations and transfers
- Employee compensation and benefit planning
- Asset protection strategies
- Insurance products and risk management techniques
- Social Security, Medicare, and Medicaid eligibility and benefits
- Fringe benefits
- Trust structures and trust planning
- Corporations and pass-through entities