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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.
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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.
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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.
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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.
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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.
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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.
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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.