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Estate Planning Red Flag – Your spouse failed to designate you as beneficiary of his or her IRA
March / April 2020
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 300
Abstract: One advantage of inheriting an IRA from a spouse is that the other spouse is entitled to transfer the funds to a “spousal rollover IRA.” But what happens if the original IRA owner mistakenly named a trust as beneficiary of his or her IRA, or failed to name a beneficiary at all? This brief article details IRS guidance, in the form of a private letter ruling, related to this specific circumstance.
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Social Security and Medicare amounts for 2015
January 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 300
Abstract: The annual inflation adjustments have also impacted the various Social Security amounts and thresholds for 2015. This article lists them, and also notes the Medicare surtax.
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Estate Planning Red Flag – Your plan includes a charitable lead trust
May / June 2013
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 300
Abstract: A charitable lead trust (CLT) makes annual payouts to a qualified charity for a specified period or for the grantor’s life. The remainder interest then passes to the grantor’s heirs or other noncharitable beneficiaries. Last year, the IRS finalized regulations that affect the way CLTs are taxed. As a result, they may be less attractive than before. This article explains the details.
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Will your executive director score with the community?
Year End 2011
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 300
Abstract: Many organizations want a new executive director (ED) to be a jack- or jill-of-all-trades, including management genius and financial wizard. But it’s also important that the ED deliver the organization’s message to the community, because this will affect the ability to raise funds, form alliances, attract quality staff and volunteers, and earn the confidence of those the organization serves. This short article lists specific traits to seek.