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  • Estate Planning Pitfall – Your charitable gifts are unrestricted

    June / July 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 258

    Abstract: Charitably inclined individuals generally know that there are no absolute guarantees that the funds they donate will be used to further a charity’s mission. Fortunately, however, there are steps to take to preserve their charitable legacies. This brief article explains the benefits of placing restrictions on gifts at the time of the donation.

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  • Estate Planning Pitfall – You’re transferring your home to your children

    August / September 2016
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 258

    Abstract: Frequently, parents choose to transfer ownership of a home to their adult children to remove it from their taxable estates. There are many good reasons to do this, but the road is paved with tax potholes. This brief article explains the estate and income tax implications of transferring a home to a child.

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  • Estate Planning Pitfall – You’re blindsided by tax on intrafamily loans

    June / July 2016
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 258

    Abstract: What’s worse than being taxed on income received? Having to pay tax on income never actually collected. That can happen if a family member borrows money from another loved one (an intrafamily loan) on an interest-free basis. In this situation, the lender may owe tax on “phantom income.” This brief article explains how to avoid this outcome.

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  • Moneylines: News briefs for businesses

    April / May 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 258

    Abstract: This issue’s “Moneylines” notes the latest IRS mileage rates for business tax purposes, the results of an international risk survey for 2015 warning of common threats to U.S. businesses, and an intriguing 2014 survey that indicates the existence of a “creativity gap” between employees’ creativity and their ability to be creative on the job.

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