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  • Estate Planning Red Flag – You have significant frequent flyer miles

    January / February 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: For those who have accumulated hundreds of thousands or even millions of frequent flyer miles, it’s worth their while to address the miles in their estate plans. The reason is that the value of the miles can be significant. This brief article explains how to address this asset type in an estate plan.

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  • Mortgage matters: To pay down or not to pay down

    October 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: If you’re a homeowner and have some extra cash after paying the monthly bills, should you use it to pay down your mortgage or invest those dollars in the stock market? This brief article expresses some thoughts on this age-old question.

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  • Mortgage matters: To pay down or not to pay down

    Fall 2019
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: If you’re a homeowner and have some extra cash after paying the monthly bills, should you use it to pay down your mortgage or invest those dollars in the stock market? This brief article expresses some thoughts on this age-old question.

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  • Small business owners should double-check their tax returns

    Spring 2019
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: Now more than ever, small business owners need to double-check their tax returns before filing. Why? Because many of the changes ushered in by the Tax Cuts and Jobs Act take effect with the 2018 tax year. This brief article notes some important revisions.

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  • Small business owners should double-check their tax returns

    April 2019
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: Now more than ever, small business owners need to double-check their tax returns before filing. Why? Because many of the changes ushered in by the Tax Cuts and Jobs Act take effect with the 2018 tax year. This brief article notes some important revisions.

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  • Estate Planning Pitfall – You’re not making direct payments of tuition and medical expenses

    Year End 2018
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: When it comes to gifting strategies, there are many to choose from. One such option is to make direct payments of tuition and medical expenses. This brief article provides the specifics of how this strategy works.

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  • Moneylines: News briefs for businesses

    Year End 2015
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an important “heads up” on a compliance requirement of the Affordable Care Act that starts next year, 2) the results of a report noting that U.S. companies are lagging behind technologically in how they process international payments, and 3) survey data indicating that a disturbingly high number of executives are trying to sabotage the job performances of fellow execs.

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  • Moneylines: News briefs for businesses

    June / July 2013
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: This issue’s “Moneylines” discusses increased lending by large banks to small businesses; the difficulty that small businesses are having in finding qualified workers; and how the increasing complexity of federal, state and local income taxes — not to mention sales and use taxes — has put the onus on business owners to find flexible, evolving compliance solutions.

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  • Love, marriage and then a postnuptial agreement

    May / June 2011
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: Postnuptial agreements, which are permitted in many but not all states, usually address issues regarding finances, property and children. But, as this article explains, postnups —like prenups — can include provisions for the division of property and set specific spousal support dollar amounts. If desired, the agreements can be structured to influence behavior, such as through a financial penalty for infidelity. And postnups can be useful when one spouse’s financial situation changes drastically.

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  • Bonding: Subprime is not a dirty word

    Fall 2010
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: The term “subprime” has been associated with predatory lending practices, but it’s not bad by definition; it simply means extending credit to less qualified borrowers, who pay a higher interest rate to compensate the lender for its increased risk. This article shows why, in construction, subprime bonding works essentially the same way as traditional bonding. It shouldn’t be one’s first choice, but it offers a viable option for contractors that don’t qualify for traditional bonding in today’s tight market.

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