298
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Are tax liabilities dischargeable in bankruptcy?
November / December 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: When “Scott” and “Wendy” filed for bankruptcy, they were surprised to learn that certain tax liabilities can be discharged in bankruptcy. This article explains the differences between “nondischargeable” and “dischargeable” tax liabilities and provides a list of requirements for a tax liability to be dischargeable.
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Estate Planning Pitfall – Your estate plan leaves specific assets to specific heirs
Year End 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: Planning an estate around specific assets is risky and, in most cases, should be avoided. If specific assets — such as homes, cars or stock — are left to specific people, they may end up being disinherited. This article offers an example in which the decedent had meant to treat his three children equally, but whose failure to revise or revoke his will led to one of his children receiving all the benefits, with his siblings left holding the bag.
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Big Data strategies for distributors
Summer 2013
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: “Big Data” is a marketing buzzword used to describe any large set of electronic information that can be analyzed by businesses to increase efficiency. This article explains how, using these latest customer-behavior analytics applications, distributors can crunch their internal databases; see how their conclusions compare to those of their competitors; and more effectively analyze, track and predict their customers’, employees’ and inventory’s behavior.
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Estate Planning Red Flag – You don’t have a will
March / April 2013
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: Regardless of a person’s age, health and net worth, a will is essential in determining what happens to his or her children and wealth after death. This article explains that a will can name a guardian and ensure that assets are distributed according to the decedent’s wishes. It also points out that having a will is important even if one has a living trust.
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Head of household filing status
February 2012
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: Failure to use head of household (HOH) filing status is a common tax filing mistake. HOH status is preferable to single or married filing separately status because the tax rate brackets are more favorable (except for the 35% single bracket) and the standard deduction is larger. This article lists the requirements for HOH status.
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Estate Planning Red Flag – Your estate plan doesn’t provide for sufficient liquidity
November / December 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: When planning an estate, providing liquidity to pay taxes and other expenses is every bit as important as developing strategies to minimize estate and gift taxes. There are countless horror stories about families who were forced to sell a family business or other precious assets to raise the necessary funds to pay estate and gift taxes. This short article explains how to build liquidity into an estate.