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Showing all 7 results
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Estate Planning Red Flag – You haven’t named contingent beneficiaries
January / February 2021
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: Although a will or revocable trust governs the distribution of many or most of a person’s assets, certain assets require a beneficiary to be named. This can be an advantage, because when a person dies the funds can pass directly to his or her beneficiary without going through probate. This brief article explores the reasons to name not only a primary beneficiary, but also a contingent beneficiary.
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Getting comfortable with the home office deduction
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: For those who have a home office, it’s a good idea to get comfortable with the home office tax deduction. This brief article describes two common methods for calculating this tax break and how to qualify in the first place.
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Getting comfortable with the home office deduction
Summer 2016
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: For those who have a home office, it’s a good idea to get comfortable with the home office tax deduction. This brief article describes two common methods for calculating this tax break and how to qualify in the first place.
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2015 HSA amounts
June 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: Health Savings Accounts were created as a tax-favored framework to provide health care benefits mainly for small business owners, the self-employed, and employees of small to medium-size companies. This article explains their tax benefits, which are quite favorable, and also points out how they differ from insurance or Flexible Spending Accounts.
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Moneylines: News briefs for businesses
October / November 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: In this issue’s “Moneylines,” we warn employers not to forgo a formal health care insurance plan and then point employees to a Health Insurance Marketplace and reimburse them for premiums paid there — this approach violates the Affordable Care Act. We also discuss a survey indicating which states are the most business-friendly — and unfriendly — and we look at a report that shows why defined-contribution plans are good for the economy.
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Estate Planning Pitfall – You don’t have a buy-sell agreement for your business
June / July 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: Without a well-designed, properly funded buy-sell agreement, an owner’s death can have a negative effect on the surviving owners. A buy-sell agreement requires (or permits) the company or the remaining owners to buy the interest of an owner who dies, becomes disabled, retires or otherwise leaves the business — thereby avoiding negative tax implications and possible squabbles among the survivors. This article notes that there are two basic types of a buy-sell agreement.
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Estate Planning Pitfall – You made large taxable gifts in 2010
June / July 2011
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: People who made large taxable gifts in 2010, in anticipation of a higher gift tax rate, might have regretted their decision when Congress maintained the rate for another two years and increased the gift tax exemption. For example, someone making a $1 million gift on Dec. 1, 2010, might, under some circumstances, have owed $350,000 in gift tax. But the gift could have been tax-free if it had been made one month later. This article offers a couple of options that might allow such gifts to be “undone.”