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  • Estate Planning Red Flag – Your charitable gifts are unrestricted

    September / October 2018
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 318

    Abstract: If philanthropy is an important part of one’s legacy, he or she should consider taking steps to ensure that donations are used to fulfill the intended charitable purposes. This brief article explains how placing restrictions on a charitable gift can help ensure a charitable gift is used as the donor intended.

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  • 4 midyear planning tips to lower your tax bill

    July / August 2015
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 318

    Abstract: Midyear is an opportune time to take action to lower one’s 2015 tax bill. This short article details four steps to take to improve chances of a lower tax bill next spring.

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  • 3 ways for higher-income taxpayers to enjoy tax-free Roth accounts

    October / November 2013
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 318

    Abstract: Roth IRAs offer substantial benefits. Although contributions aren’t deductible, qualified distributions are tax-free — the growth is never taxed. And unlike traditional IRAs, Roth IRAs have no required minimum distributions, so those who don’t need the money in retirement can let the entire balance grow tax-free to benefit their heirs. But modified adjusted gross income (MAGI)-based phaseouts limit who can contribute. This article lists three ways higher-income taxpayers can still take advantage of Roth accounts.

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  • Rounding up recent accounting developments

    Year End 2011
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 318

    Abstract: This article summarizes several recent accounting developments that affect public companies: the SEC’s discussion of whether — and when — to adopt International Financial Reporting Standards for U.S. companies; FASB and IASB proposals for joint standards on revenue recognition and lease accounting; and a FASB proposal to simplify goodwill impairment testing.

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