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Cannon Concepts for Professionals, 26th Edition *Pre-Order

This book is used by financial professionals to support client work that requires judgment—preparing for discussions, comparing planning approaches, and reinforcing sound decision‑making.

This publication is a comprehensive library of essential financial concepts used by financial professionals as a working reference across estate planning, investments, retirement, risk management, taxation, and wealth transfer.

Financial risk often intensifies during life transitions such as death, disability, retirement, inheritance, and business change. Concepts for Professionals supports advisors in those moments by providing clear explanations, comparative illustrations, and practical context they can rely on when planning decisions require careful judgment.

The book is designed to be used as needed—allowing professionals to turn directly to relevant sections to review concepts, compare planning approaches, and support client discussions in real‑world planning situations.

Topics Featured

New in this edition

  • How Federal Income Taxes Really Work
  • One Big Beautiful Bill Act of 2025 (Comparison to TCJA)
  • Backdoor Roth IRAs

    • Table of Contents

  • Personal Finance
  • Health and Medical
  • Income Taxes
  • Investments
  • Retirement Planning
  • Education Funding
  • Protecting Your Finances
  • Social Security and Other Government Programs
  • Estate Planning
  • Business Planning
  • Charitable Planning
  • Advisor Support

    • Order your copy of Cannon Concepts for Professionals, 26th Edition.

    View the Table of Contents                               View a Sample Chapter


    Additional Sample Pages: 

    How Advisors Evaluate Estate Planning Decisions

    These excerpts illustrate how experienced advisors analyze estate planning structures, beneficiary decisions, and long‑term outcomes for high‑net‑worth clients.

    How Professionals Build a Financial Planning Foundation

    These excerpts illustrate how early‑career advisors develop professional judgment, structured thinking, and a disciplined approach to client planning.


    For bulk orders of 10 or more books, contact Cindy Hooper at 706-353-3346 to get special pricing. International orders and orders from Alaska, Hawaii, and other U.S. Territories will have an additional shipping charge.