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  • Filing 2014 foreign bank and financial account reports

    May 2015
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 267

    Abstract: The Bank Secrecy Act may require those who have a financial interest in or signature authority over a foreign financial account exceeding certain thresholds to report the account yearly to the IRS. This article explains the procedures for doing so.

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  • Help participants avoid an inappropriate IRA rollover

    Year End 2014
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 267

    Abstract: The Government Accountability Office recently found that much of the information touting the benefits of IRA rollovers isn’t always objective. This prompted the Financial Industry Regulatory Authority (FINRA) to alert investment advisors and brokerage firms that it’s investigating inappropriate IRA rollover solicitations to 401(k) plan participants nearing retirement. In turn, plan sponsors should be aware of employees who may be persuaded to roll over assets into expensive or poorly designed and managed IRAs. This brief article highlights FINRA’s findings and steps sponsors can take to help participants.

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  • Estate Planning Pitfall – You haven’t recently valued your estate

    October / November 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 267

    Abstract: If a person doesn’t know what his or her estate is worth, how can he or she plan to distribute it in the most tax-efficient manner? Over time, a person’s net worth and circumstances change, as do federal and state estate tax laws and regulations. This short article details why it’s important to have an independent appraiser value an estate.

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