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Large unpaid tax bills could endanger your passport
September 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 241
Abstract: When taxpayers have seriously delinquent tax debt (SDTD), they may face more than financial consequences. That is, the IRS may revoke or limit their passports. How is SDTD defined? In 2022, an unpaid tax bill becomes an SDTD when the assessed federal tax liability exceeds $55,000, adjusted for inflation.
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Estate Planning Red Flag – You’ve designated the wrong beneficiary for your life insurance policy
May / June 2015
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 241
Abstract: Life insurance can be a powerful financial and estate planning tool, but its benefits can be reduced or even eliminated if the wrong beneficiary is designated or a person fails to change beneficiaries when his or her circumstances change. This brief article details three common pitfalls to avoid.
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Is your key person insured?
October / November 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 241
Abstract: The death of a key person can affect a business’s credit standing and ability to secure financing, result in a loss of supplier and customer confidence and, as a worst-case scenario, force the sale of the company. This article explains how a key person life insurance policy can protect a business against these potential outcomes.