273
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Estate Planning Red Flag – You revised your will by hand
May / June 2023
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: The laws regarding the execution of a valid will vary from state to state, but typically they require certain formalities. These may include signing the will in the presence of witnesses and a notary public. But what happens if a major life change necessitates a change? To avoid the time and expense associated with formally updating a will, it may be tempting to simply make the change by hand and initial it. This brief article explains why that is almost always a bad idea.
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Tax calendar
October 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: This calendar notes important tax deadlines for the fourth quarter of 2020.
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Tax calendar
October 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: This calendar notes important tax deadlines for the fourth quarter of 2019.
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Tax calendar
Fall 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: This calendar notes important tax deadlines for the fourth quarter of 2019.
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Estate Planning Pitfall – You’re retiring to a foreign country
Year End 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: If plans call to relocate to another country after retirement, be aware that they may be tarnished if a person doesn’t look into all potential estate tax and income tax implications first. This brief article explores three areas of concern.
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Moneylines: News briefs for businesses
August / September 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: This article offers brief news items about the disproportionate effect of employment tax penalties on small businesses; the 2015 cost-of-living adjustments for high-deductible health plans (HDHPs); and a survey revealing that many employers are having difficulty keeping in touch with remote workers.
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2015 HSA amounts
August 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: This article explains the benefits of a Health Savings Account (HSA) and how this vehicle differs from a Flexible Spending Account. It also lists the 2015 contribution limits for an HSA.
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Who’s preparing your tax return and Form 5500?
June / July 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: The IRS issued new requirements regarding tax return preparers this year. Under the new rules, tax preparers must have a Preparer Tax Identification Number (PTIN), regardless of whether they sign the return. This brief article looks at when the IRS requires a PTIN.