297
Showing all 10 results
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Appreciating the helpful balance of bonds
June 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: Stock market and interest rate uncertainty may cause some investors to turn to bonds. This brief article discusses several popular options, including U.S. government savings bonds and corporate bonds.
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Estate Planning Red Flag – You’re considering a self-directed IRA
July / August 2023
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: An IRA can be a valuable tool in a person’s retirement and estate planning arsenal, but what if he or she isn’t satisfied with its performance? One option is to set up a “self-directed” IRA. This brief article explains what a self-directed IRA is and lists its potential risks.
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What do IRS auditors know about your business industry?
April 2022
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: Business owners who have been audited by the IRS are likely aware that the process may be stressful. It might help to understand what IRS auditors know about the business’s industry. IRS examiners generally do research on a specific industry and on issues on a tax return in preparation for an audit. While they have a variety of resources, one tool they use to research specific industries is an Audit Technique Guide.
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Talking about the sandwich generation
October 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: The term “sandwich generation” describes people caught between caring for their aging parents and their children. This brief article encourages those in the middle part of the sandwich to initiate family discussions with the other two parts to discuss tax and financial planning issues.
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Estate Planning Pitfall – You haven’t created a road map for your estate plan
August / September 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: Creating documents for an estate plan, such as a will, trusts and a power of attorney, can be time consuming. While these documents are essential for the plan, it’s beneficial for surviving family members to have a “road map” to navigate the aftermath. This brief article explains what to include in the road map document.
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Estate Planning Pitfall – You’re hiding assets without telling anyone
February / March 2020
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: People sometimes keep assets hidden without letting their family know about their existence or location. Similarly, they may have life insurance policies no one knows about. This brief article explains, through a fictional example, why full disclosure to loved ones is recommended.
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Know your tax hand when it comes to gambling
July 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: A royal flush can be quite a rush. But the IRS casts a wide net when defining gambling income. This brief article outlines the tax impact of gambling winnings for casual players and how the rules differ for professional gamblers.
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Know your tax hand when it comes to gambling
Summer 2017
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: A royal flush can be quite a rush. But the IRS casts a wide net when defining gambling income. This brief article outlines the tax impact of gambling winnings for casual players and how the rules differ for professional gamblers.
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Claiming the home office deduction now easier
September / October 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: For those who use their home as their place of business, claiming a home office deduction has become easier. The traditional actual expense method involved determining the many direct and indirect expenses involved in running a home office. But this brief article explains that, under the new simplified method, a taxpayer can make a simple calculation based on the area of the workspace. However, the deduction that can be claimed is limited, and there are still restrictions involved.
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Help! When to call an appraiser
July / August 2013
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 297
Abstract: Attorneys may wonder when during the litigation process to contact an expert witness. Some may even hope to achieve an out-of-court settlement without calling in outside expertise. But delaying an appraisal may prove more costly in the long run. Most valuators agree that it’s never too early to contact them if there’s a chance litigants will disagree about the value of a business interest. This brief article explains why contacting an appraiser early and often will benefit a case’s outcome.