301

Showing all 7 results

  • Estate Planning Red Flag – You haven’t reviewed your life insurance needs recently

    March / April 2022
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Life insurance is a powerful tool for providing for one’s family in the event of a person’s untimely death. The amount of life insurance that’s right for an individual depends on his or her personal circumstances. This brief article explains why it’s critical to review life insurance needs regularly in light of changing circumstances.

    Read More

  • Catching up with the home mortgage interest deduction

    Fall 2018
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Among the biggest tax perks of buying a home is the ability to deduct mortgage interest payments. But this deduction has undergone some changes recently, so taxpayers may need to do some catching up. This brief article explains how the tax break has changed.

    Read More

  • Estate Planning Pitfall – You chose your executor too hastily

    October / November 2017
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you don’t take enough time to choose the executor for your estate, the “wrong call” can cost your family. This brief article explains what to consider when appointing an executor.

    Read More

  • Heeding ACA’s information reporting deadlines

    Summer 2015
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: If a dealership offers minimum essential health care coverage to employees as required by the Affordable Care Act (ACA), it may soon be required to report coverage information by filing an information return with the IRS and providing a statement to employees. This article reports the requirements for applicable large employers and their reporting deadlines.

    Read More

  • Estate Planning Pitfall – Your IRA owns real estate

    June / July 2015
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Most people invest their IRA funds in stocks, bonds and mutual funds. But others may opt for nontraditional investments, such as real estate, in the hope of boosting their returns. As this article details, when choosing to hold real estate in an IRA there are several tax traps for the unwary, chief among them the prohibited transaction rules.

    Read More

  • Your estate tax exemption remains portable

    July / August 2013
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Portability allows one’s estate to elect to permit the surviving spouse to use any of the decedent’s available estate tax exemption that is unused at death. The American Taxpayer Relief Act of 2012 has made the portability provision permanent. It’s a simple solution and provides flexibility if the couple hasn’t done sufficient estate planning before the first spouse dies. But this article explains why portability isn’t the best option for all couples.

    Read More

  • Board-staff harmony

    February / March 2010
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 301

    Abstract: Two planes flying in the same airspace need instruction from the tower to make sure they don’t collide. Likewise, a nonprofit needs to give direction to its board (and staff) — about “who does what” — to ensure that both reach their goals without distress. This can be especially important in a small organization. To avoid a collision, it’s important to make sure that board members receive a thorough orientation, work through the executive director when making requests of employees, and interact regularly with staff.

    Read More