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SECURE 2.0 provides a boost to your retirement and estate plans
May / June 2023
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1029
Abstract: The SECURE 2.0 Act of 2022 expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019. Enacted in late 2022, SECURE 2.0 can help people save more for retirement, which, in turn, can provide more wealth to share with their loved ones. This article examines the highlights of SECURE 2.0. A sidebar explores how the new law affects Section 529 plans.
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Going for the gold – You can’t afford not to pursue planned gifts
Year End 2012
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 1029
Abstract: Research suggests that the average planned gift in the United States falls between $35,000 and $70,000 — and with the baby boomer generation moving into their retirement years, that number may grow. Yet many nonprofits, especially small and medium-size organizations, lack formal planned giving programs. This article discusses the benefits of such programs and specifically examines bequests, charitable gift annuities and charitable remainder trusts. But there are some potential pitfalls of planned giving programs, and a sidebar shows how to avoid them.
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Defense damages experts – Developing a winning strategy
September / October 2011
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 1029
Abstract: In cases involving monetary damages, a critical strategic decision for the defense is whether to engage a damages expert. It may seem inadvisable to let the plaintiff’s damages calculations go uncontested, but presenting one’s own damages evidence can send mixed signals to the jury, particularly if liability is being denied. This article lists three options the defense has, and looks at two cases that illustrate the potential risks and rewards of challenging the plaintiff’s damages expert without presenting an alternative damages estimate. Citation: FMS, Inc. v. Volvo Construction Equipment North America, Inc., 2007 U.S. Dist. LEXIS 19517 (N.D. Ill. 2007) [Quoting Empire Gas Corp. v. American Bakeries Co., 840 F.2d 1333, 1242 (7th Cir. 1988)]; FMS, Inc. v. Volvo Construction Equipment North America, Inc., 2009 U.S. App. LEXIS 4938 (7th Cir. 03/04/2009); Sossikian v. Ennis, No. A119693 (Cal. App. Dist. 1 07/16/2009)
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The Pension Protection Act of 2006 – Keep your defined benefit plan up-to-date
April / May 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 1029
Abstract: While 401(k) plans and other defined contribution (DC) plans have become more common over the past 20 years, defined benefit (DB) plans have remained a way for firms to compensate key employees. But the Pension Protection Act of 2006 (PPA) made significant funding changes to DB plans. This article examines the changes that take effect in 2008.