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  • Estate Planning Red Flag – Your estate plan includes a formula funding clause

    May / June 2018
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: The estate tax exemption is higher than it’s ever been, thanks to the Tax Cuts and Jobs Act. If a person is married and executed his or her estate planning documents years ago, when the exemption was substantially lower, now is the time to review the plan to ensure that the increased exemption doesn’t trigger unintended results. This brief article examines how changing exemption rates can affect a formula funding clause.

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  • Are you covered? Red Flags Rule tackles identity theft

    April / May 2014
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: Several years ago, the Federal Trade Commission issued its “Red Flags Rule,” which requires financial institutions and other organizations to implement a written identity theft prevention program. The rule is designed to detect the warning signs of identity theft in their day-to-day operations. Last year, the SEC and the Commodity Futures Trading Commission jointly adopted their own Red Flags Rule for entities under their jurisdiction. This article discusses what types of entities might be subject to the Red Flags Rules.

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  • Estate Planning Red Flag – You treat trust assets as if they’re your own

    January / February 2014
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: Irrevocable trusts can provide a variety of benefits, including gift and estate tax savings, creditor protection, and the ability to control how assets are distributed. To preserve these benefits, however, it’s critical to respect all trust formalities. This article looks at one court case in which a couple discovered to their dismay that having a home’s title held by a trust was not sufficient to protect it from government foreclosure. The court held that the protection had been forfeited because the couple had continued to treat the asset as their own after transferring it to the trust.

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  • Get gassed up to sell green cars

    Summer 2011
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: With gas prices what they are today, it can be tough for dealerships and their customers. But today’s record-high gas prices can be a selling tool. Appealing to buyers’ green sides may require salespeople to retool their sales tactics, however. This short article offers a few tips.

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  • Need to know: FAQs about key person discounts

    March / April 2011
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: The risk of centralized management typically is taken into account in the company’s future earnings or discount rate. In some cases, however, one key person has unique skills, technical knowledge, experience or relationships that would be difficult to replace or replicate. This brief article explains how valuators attempt to quantify the impact of loss of a key person on value.

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  • Moneylines: News Briefs for Businesses

    February / March 2011
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: This issue, “Moneylines” takes a look at help for small-business owners looking to implement and maintain retirement plans; why subcontracting can be a worthwhile means of attracting federal contracts; and how smart phones may soon surpass laptops for business users.

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  • Travel down the road toward tax savings

    June / July 2010
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: This short article describes instances in which commuting expenses may be deducted, and points out that the 2010 standard rate for business travel in an automobile has been reduced from 2009’s.

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  • Keeping up with your employee contributions

    June / July 2010
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 323

    Abstract: After many years of confusion, the DOL issued final regulations providing a safe harbor rule for determining the timeliness of depositing employee deferrals of retirement and welfare benefit plans. The regulation became effective in January 2010. This brief article discusses the new regulation.

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