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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.

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