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Estate Planning Pitfall – You missed the estate tax filing deadline
August / September 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: The due date for filing a federal estate tax return varies. Generally, an estate’s executor must file the return within nine months of the date of death. It’s up to him or her to ensure that this obligation is met. This brief article explains the benefits of filing for a six-month filing extension.
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Imposter fraud targets military members and vets
January 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: According to the Federal Trade Commission, veterans lost approximately $60 million to fraud in 2020. Among the greatest fraud threats to this group is “imposter” fraud. This brief article defines this type of fraud and offers suggestions on how to avoid falling victim to it.
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7 ways to prevent elder financial abuse
January 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: As tax season ramps up, so do the efforts of scam artists looking to steal older people’s financial data and money. This article offers seven ways to prevent elder financial abuse.
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7 ways to prevent elder financial abuse
Winter 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: As tax season ramps up, so do the efforts of scam artists looking to steal older people’s financial data and money. This article offers seven ways to prevent elder financial abuse.
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3 tips for making a personal loan
Summer 2013
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 232
Abstract: Lending even a small amount to a cash-strapped family member or friend can lead to big trouble. To help avoid possible default, negative tax consequences and strained relationships, this article offers three precautions lenders should take: put loans in writing, charge interest, and lend only what they can afford to lose.