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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.