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  • Discriminatory plans that meet statutory requirements

    August / September 2016
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The IRS issued a warning to plan sponsors whose plan designs satisfy numeric antidiscrimination tests, yet still have the effect of steering a disproportionate amount of benefits to highly compensated employees. This short article summarizes the IRS’s message: Simply satisfying numeric tests doesn’t guarantee that you’re complying with antidiscrimination regulations.

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  • IRS phone scam warning

    July 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The IRS has issued a warning about a pervasive phone scam. The Treasury Inspector General for Tax Administration (TIGTA) called it the largest scam of its kind. In it, the thief poses as an IRS agent and makes an unsolicited call to the target, telling the victim that he or she owes taxes to the IRS. The caller demands that the victim pay the money immediately with a preloaded debit card or wire transfer, and often threatens the victim with arrest, deportation, or suspension of a business or driver’s license. This article explains tactics that these scammers use and tactics the IRS does not use, and explains what to do in response to such a call.

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  • Well-oiled machines – An efficiently run production line typically is a profitable one

    Spring 2012
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: Powering down a plant’s equipment to make repairs or adjustments delays production and can cut into profits. This short article offers five suggestions for keeping a production line operating at maximum efficiency.

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  • 10 capital financing strategies for turbulent times

    Fall 2011
    Newsletter: Healthcare Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The capital financing environment for hospitals has become quite volatile and unpredictable. Hospitals and health systems have had to contend with limited capital access, fewer options, higher costs, more restrictive terms and less flexibility than in previous years. Volatility and unexpected events are expected to continue for the foreseeable future. This article offers 10 strategies that can help keep a hospital afloat.

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  • Estate Planning Red Flag – You don’t know whether to file a gift tax return

    January / February 2011
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The rules surrounding gift tax returns can be confusing. This article lists the circumstances under which a federal gift tax return (Form 709) is required, and when it is not. It also mentions when it may be advisable to file Form 709 to report nongifts.

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  • Estate Planning Pitfall – You haven’t looked at your estate plan in light of estate tax law uncertainty

    February / March 2010
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 320

    Abstract: The 2001 tax act that reduced the top estate tax rate and increased the estate tax exemption over the last several years also repealed the estate tax — for 2010 only. It was expected that Congress would repeal the repeal by the end of 2009, but that didn’t happen. Regardless of what happens, it’s important to review one’s estate plan both now and after Congress takes action.

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