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  • Estate Planning Red Flag – Your powers of attorney are stale

    May / June 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: Although much of estate planning deals with what happens after one dies, it’s equally important for a person to have a plan for making critical financial or medical decisions if he or she is unable to make them for themselves. This article explains the need to review and update powers of attorney.

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  • There may be unclaimed property with your name on it

    March 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: It may sound too good to be true, but there may be valuable unclaimed property out there for just about anyone. This brief article offers tips on how to start looking and what to do if one discovers unclaimed property in his or her name.

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  • Phaseouts and reductions: A tax-filing reminder

    February 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: Some years, taxpayers can’t reap the full value of tax breaks they’ve claimed in the past. This brief article discusses the personal exemption phaseout and itemized deduction reduction, which can affect those whose AGIs have exceeded the applicable threshold.

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  • Foreign accounts call for specific reporting requirements

    March / April 2015
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: Investors who have a financial interest in or signature authority over any foreign accounts, including bank accounts, brokerage accounts, mutual funds or trusts, must disclose those accounts to the IRS. This article details how to disclose offshore accounts with the IRS and explains the penalties that can result from failing to do so.

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  • New IRS measures on liens make dealing with back taxes easier

    Summer 2011
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: The IRS has relaxed its policies on liens, which are claims that the federal government puts on the assets of delinquent taxpayers. The new rules make it easier for “small businesses” to set up payment plans for back taxes and, ultimately, have their liens withdrawn. This short article looks at some of the details.

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