293
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Tax Calendar
October 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: This calendar notes important tax deadlines for the fourth quarter of 2023.
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Estate Planning Red Flag – You don’t have a will
November / December 2020
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: The need for a will as a key component an estate plan may seem obvious, but some may be surprised by the number of people — even affluent individuals — who don’t have one. One reason for this may be a common misconception that a revocable trust — sometimes called a “living trust” — obviates the need for a will. This brief article lists three key purposes of a will.
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Planning for the net investment income tax
August 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: Despite its name, the Tax Cuts and Jobs Act didn’t cut all types of taxes. It left several taxes unchanged, including the 3.8% tax on net investment income (NII) of high-income taxpayers. This brief article defines the NII tax and urges you to explore strategies for reducing it if you must pay it.
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Estate Planning Pitfall – You die without having drafted a will
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: Where there’s a will, there’s a way — a way to pass assets to heirs in the manner in which a person wants. However, if an individual dies without a will, assets will be distributed according to state law, regardless of the person’s intentions. This also increases the possibility of a contest in the courts. This brief article explains what happens when a person dies without having created a will.
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Words matter when selling vehicles
Winter 2017
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: When talking to customers about vehicles they’re considering buying, auto salespeople can boost the chances of making a sale by using certain words to describe vehicles — as well as not using other words. This article discusses marketing firm findings that identify the words and phrases most effective in converting automobile shoppers into buyers.