SUBSCRIPTION

Financial Planning Journal

Financial Planning Journal is a leading news publication that delivers comprehensive, authoritative and objective coverage of issues that affect financial planning, as well as in-depth analysis of how developments might impact how you assist your clients with their financial planning needs.

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OVERVIEW

EXPERT NEWS & COMMENTARY

Protect your clients by being well informed.  Keep up with all major tax-related federal and state legislative, regulatory, judicial, and policy developments, as well as key international issues — and understand their potential impact.

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TRUSTED ANALYSIS

Leverage the knowledge and wisdom of Bloomberg BNA’s team of expert tax and accounting practitioners who provide unique insight and practical guidance for understanding, developing, and implementing complex financial plans for your clients.


TOPICS COVERED

Expert Analysis
  • Federal and state tax-related legislative and regulatory developments
  • Income Tax Planning 
  • Insurance Planning 
  • Investment Planning
  • Judicial developments at all federal and state courts, including the U.S. Tax Court
  • Retirement Planning
  • Social Security and Medicare
  • Tax-related international developments
  • U.S. and global economic trends
Authorities
  • Employee Benefit Security Administration
  • Financial Accounting Standards Board
  • Internal Revenue Service
  • International Accounting Standards Board
  • Pension Benefit Guaranty Corporation
  • Public Company Accounting Oversight Board
  • Treasury Department

AUTHORS

Jed Brickner

Jed W. Brickner, Esq. is a Partner and head of the Employee Benefits and Executive Compensation Group (the “Benefits Group”) of the New York Office of Latham & Watkins LLP (“L & W”).

Lawrence Brody

Lawrence Brody, partner, Bryan Cave LLP; B.S., University of Pennsylvania (Wharton) (1964); J.D., Washington University School of Law (1967); LL.M. in Taxation, New York University School of Law (1968); Partner, Bryan Cave LLP, an international law firm, resident in the St. Louis office, and member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group; adjunct professor, Washington University School of Law, teaching Estate Planning and Drafting; visiting adjunct professor, the University of Miami Law School, teaching a course on Life Insurance; author or co-author, numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series; fellow, American College of Trust and Estate Counsel (ACTEC) and American College of Tax Counsel; frequent participant, ALI-ABA programs and Society of Financial Professionals programs and teleconferences; speaker, all major life insurance industry programs (including the MDRT, the Top of the Table, AALU and the International Forum), many local estate planning council meetings, a number of state bar association conferences, and many national estate planning programs; member, Advisory Committee for the Philip E. Heckerling Institute on Estate Planning of the University of Miami School of Law; member, Editorial Boards of BNA Tax Management's Estates, Gifts, and Trusts Journal, and the Society of Financial Service Professionals CLU Journal; designated, Accredited Estate Planner by the National Association of Estate Planners and Councils, and one of 10 individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004.

Margo Lipscomb 

Margo J. Lipscomb, Esq. is a BNA Tax & Accounting Editor for Foreign Income Tax, the Financial Planning Journal, the International Journal and the Washington Tax Review.

Mary Ann Mancini 

Mary Ann Mancini, Esq. is with Bryan Cave LLP in Washington, DC and is a frequent contributor to BNA Tax & Accounting's Financial Planning Journal.

Austin Ozawa 

Austin Ozawa, Esq. is an Associate in the Benefits Group in the New York office of Latham & Watkins.

Eric Rubin 

Eric B. Rubin, Esq. is with Dechert LLP in Philadelphia, PA and is a frequent contributor to BNA Tax & Accounting's Financial Planning Journal.

Leonard L. Silverstein 

Leonard L. Silverstein is the founder of Silverstein and Mullens, which later became part of Buchanan Ingersoll & Rooney PC. He concentrates his practice in estate planning, nonprofit organizations, charitable contributions and representation before the Internal Revenue Service and Treasury Department. Leonard serves as founder of the highly regarded Tax Management publication series. For the past 50 years, Tax Management has produced and maintained more than 500 Tax Management Portfolios, monthly journals and periodicals, providing tax professionals and advisors with a sophisticated analysis, application and interpretation of the Internal Revenue Code.  Before he founded his own firm with Richard A. Mullens in 1960, Leonard served as an attorney in the Office of Chief Counsel for the Internal Revenue Service and on the legal advisory staff of the Treasury Department. His long history of professional and community service includes roles on the Advisory Group of the House Ways and Means Committee in the late 1950s, as executive director of the "Filer" Commission on Private Philanthropy and Public Needs, as a member of President-elect Nixon's Task Force on Taxes, President Reagan's Committee on the Arts and Humanities and as a member of the IRS Commissioner's (Lawrence Gibbs) Exempt Organizations Advisory Group.


SPECIFICATIONS

Formats and Frequency
Updated monthly in print and online.