Background
Mitchell, William D. was born on June 15, 1947 in Great Falls, Montana, United States. Son of William Howard and Dorothy Elizabeth (Lane) Mitchell.
(Published as a companion to Qualified Retirement Plans, t...)
Published as a companion to Qualified Retirement Plans, this book discusses major types of employee fringe and welfare benefit plans available under the Employee Retirement Income Security Act (ERISA). Chapters discuss the applicability of ERISA to different plans, the effect of ERISA application, fiduciary requirements under ERISA, and other laws (including the Internal Revenue Code) that affect plans, such as age, race, and sex discrimination laws. Appendixes provide many sample plans, including a model cafeteria plan, Rabbi Trust deferred compensation plan, and golden parachute agreements, as well as resolutions and transmittal letters.
http://www.amazon.com/gp/product/0314927468/?tag=2022091-20
(Published as a companion to Qualified Retirement Plans, t...)
Published as a companion to Qualified Retirement Plans, this book discusses major types of employee fringe and welfare benefit plans available under the Employee Retirement Income Security Act (ERISA). Chapters discuss the applicability of ERISA to different plans, the effect of ERISA application, fiduciary requirements under ERISA, and other laws (including the Internal Revenue Code) that affect plans, such as age, race, and sex discrimination laws. Appendixes provide many sample plans, including a model cafeteria plan, Rabbi Trust deferred compensation plan, and golden parachute agreements, as well as resolutions and transmittal letters.
http://www.amazon.com/gp/product/0314937633/?tag=2022091-20
(Published as a companion to Qualified Retirement Plans, t...)
Published as a companion to Qualified Retirement Plans, this book discusses major types of employee fringe and welfare benefit plans available under the Employee Retirement Income Security Act (ERISA). Chapters discuss the applicability of ERISA to different plans, the effect of ERISA application, fiduciary requirements under ERISA, and other laws (including the Internal Revenue Code) that affect plans, such as age, race, and sex discrimination laws. Appendixes provide many sample plans, including a model cafeteria plan, Rabbi Trust deferred compensation plan, and golden parachute agreements, as well as resolutions and transmittal letters.
http://www.amazon.com/gp/product/0314992111/?tag=2022091-20
(Provides expanded coverage of financial and estate planni...)
Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. Features a comprehensive two-part approach to the complex issues that link retirement planning and estate planning. Includes coverage of such topics as: Contribution and benefit limitations for tax-qualified plans; Final 403(b) regulations; Updated exclusions, exemption amounts and income tax rates for estates and trusts.
http://www.amazon.com/gp/product/0808020226/?tag=2022091-20
(Estate and Retirement Planning Answer Book (2013 Edition)...)
Estate and Retirement Planning Answer Book (2013 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2013 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2013 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.
http://www.amazon.com/gp/product/0808030299/?tag=2022091-20
(The Estate and Retirement Planning Answer Book is the onl...)
The Estate and Retirement Planning Answer Book is the only comprehensive reference that covers the full spectrum of issues linking retirement distributions and estate planning. It provides integrated financial, legal, and tax planning strategies and information on post-employment and estate planning, with an emphasis on retaining accumulated assets. It answers hundreds of real-world questions on family estate planning, sources of retirement assets, and more. Coverage of vital issues includes: * Using ESOPs for the tax-free transfer of wealth by small business owners * The pros and cons of qualified and nonqualified retirement plans for corporate executives * Incorporating personal investing programs into a retirement plan * Post-death estate planning * How to handle the IRS audit process * The advantages and disadvantages of joint ownership. Plus, you'll also find scores of detailed examples and illustrations, a powerful index, and much more.
http://www.amazon.com/gp/product/1567063217/?tag=2022091-20
Mitchell, William D. was born on June 15, 1947 in Great Falls, Montana, United States. Son of William Howard and Dorothy Elizabeth (Lane) Mitchell.
University of Montana. University of Washington (Bachelor of Arts, 1969). University of California at Berkeley (Master of Arts, 1976) Boalt Hall School of Law, University of California (Juris Doctor, 1976).
Georgetown University (Master of Law and Taxation, 1982).
Omicron Delta Epsilon.
Worked at Mitchell Law Group (Tampa, Florida) specializing in Pension and Profit Sharing Law, Tax Law, Probate and Estate Planning, Mediation. Admitted to the bar, 1977, California and Florida. United States. District Court, Middle, and Northern Districts of Florida and United States.
Tax Court.
Author: Estate and Retirement Planning Answer Book, Panel Publications, 1994, 1996 Editions.
Company-Author: Employee Fringe and Welfare Benefit Plans, 1988-1996 Editions, West Publishing Company Contributing Author: Employee Benefits Law, BNA, 1991. Mediator, United States.
District Court, Middle District of Florida. Member: American Bar Association (Member, Sections on: Taxation.
Labor and Employment Law.
Employee Benefits Committee). Military: Lieutenant, Judge Advocate General"s Corps, United States. Navy, 1969-1972.
(Estate and Retirement Planning Answer Book (2013 Edition)...)
(Provides expanded coverage of financial and estate planni...)
(Published as a companion to Qualified Retirement Plans, t...)
(Published as a companion to Qualified Retirement Plans, t...)
(Published as a companion to Qualified Retirement Plans, t...)
(The Estate and Retirement Planning Answer Book is the onl...)
(Book by Mitchell, William D.)
(Book by Mitchell, William D.)
Lieutenant United States Navy, 1969-1972. Member American Bar Association (section taxation, commission on employee benefits, labor and employment law section, commission on employee benefits, MEWA subcommittee, management co-chair), Greater Tampa Sertoma Club (director 1993-1996, president since 1996), Tampa Bay Writers Alliance, Mensa.
Married Mary Claire McDonough, August 15, 1973. Children: James Edward, Andrew Elliott, ThomasMichael.