250
Showing all 5 results
-
Handbook addresses challenges of family-owned dealerships
Spring 2017
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 250
Abstract: When a dealership is family-owned, the owners face special challenges running the operation. This article addresses the content of a family employment handbook — in particular, the expectations and requirements for family members who want to work in the dealership.
-
Itemized medical deductions
December 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 250
Abstract: Before 2013, a taxpayer could claim itemized deductions for medical expenses paid for him- or herself, his or her spouse, and dependents to the extent those expenses exceeded 7.5% of adjusted gross income (AGI). But the rules have changed for the worse. This article explains why, but also how it’s possible to alleviate the situation.
-
Help grandchildren with college costs
June 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 250
Abstract: Contributing to a Section 529 college savings program is a great way for grandparents to help their grandchildren pay for college. It is also a great way to remove assets from the grandparent’s estate without paying estate tax. As an added feature, money in a 529 plan owned by a grandparent is not assessed by the federal financial aid formula when qualifying for student aid. This article offers an example of how the gift tax exclusion can reduce the taxability of a 529 plan contribution.
-
Estate Planning Pitfall – You’ve named a minor as beneficiary of your life insurance policy or retirement plan
April / May 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 250
Abstract: A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life insurance policy or retirement plan. This brief article discusses why it’s better to designate one or more trusts as beneficiaries of the policy or plan.
-
Estate Planning Pitfall – You’re planning to name a family member as executor of your estate
October / November 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 250
Abstract: There’s nothing to prevent a person from naming their spouse, a child or another family member as executor of their estate. But it’s important to be sure to consider how this decision may affect loved ones. This article explains the particular tasks an executor is expected to carry out.