344

Showing all 5 results

  • Tax Calendar

    January 2024
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 344

    Abstract: This calendar notes important tax deadlines for the first quarter of 2024.

    Read More

  • Estate Planning Pitfall – You haven’t properly funded your revocable living trust

    October / November 2018
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 344

    Abstract: A revocable living trust is often used to complement a will. Assets transferred to the trust generally don’t have to go through the probate process, which can be time-consuming and expensive. They’re also generally protected from creditors and may be managed by professionals. This article explains the benefits of a revocable living trust and why funding it properly is essential.

    Read More

  • Estate Planning Pitfall – You’re selling your interest in a charitable remainder trust

    Year End 2015
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 344

    Abstract: Recently finalized regulations eliminate a potential tax shelter involving the sale of an interest in a charitable remainder trust. This brief article offers an example of how the tax shelter worked before the new regs and, using the same example, explains how the regs produce a different outcome.

    Read More

  • Estate Planning Red Flag – You don’t have the right succession plan for your family business

    September / October 2013
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 344

    Abstract: This issue’s “Estate Planning Red Flag” discusses the situation of “Dave,” whose estate plan leaves his business to his wife and then to their son after her death. This article explains why this plan will likely lead to an enormous estate tax bill down the road, and shows how Dave might do things differently.

    Read More

  • Solving the parts department puzzle

    January / February 2008
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 344

    Abstract: Managing a parts department is a little like putting together a picture puzzle. But if you manage the seemingly overwhelming number of pieces properly, a profitable picture can emerge. The article includes tips on inventory control systems, stock and special orders and third-party parts. (Updated 12/30/12)

    Read More