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Estate Planning Pitfall – You’re setting up trusts in your home state
August / September 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 264
Abstract: Generally, the logical place to establish a trust is in one’s home state. However, for a variety of reasons, that may not be the best option. One may be better off establishing the trust in a different jurisdiction. This brief article discusses the reasons for setting up a trust out of state.
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Year-end tax strategies for accrual-basis businesses
November 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 264
Abstract: The last month or so of the year offers accrual-basis businesses an opportunity to make some timely moves that might enable them to save money on their 2018 tax bills. This brief article offers a variety of timely tips to consider.
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Foreign accounts call for specific reporting requirements
May 2018
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 264
Abstract: In an increasingly globalized society, many people choose to open offshore accounts to deposit a portion of their wealth. This article details how to disclose offshore accounts to the federal government and explains the penalties that can result from failing to do so.
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You’ve hit the jackpot! Now what?
March 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 264
Abstract: When it comes to financial planning, most of us spend our time guarding against things that could go wrong. But what if something really good happens? This brief article touches on some of the important concepts of managing a financial windfall.