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  • Comparing taxable vs. tax-exempt investment yields

    July 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: With rising tax rates, some taxpayers are considering allocating at least a portion of their investments to tax-exempt investments. When comparing taxable investments to tax-exempt investments, one important factor is the after-tax return. This article offers a fairly straightforward formula that can be used to compare yields for taxable vs. tax-exempt investments if one’s income tax bracket is known.

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  • Converting a residence to rental property

    February 2014
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: Recovering real estate values may cause some homeowners to consider converting their personal residence to rental property for investment purposes. But this decision is complex, and its ramifications are far-reaching. This article examines the economic factors that need to be considered.

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  • Financial planning for brides- and grooms-to-be

    Fall 2013
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: Marriage introduces several potential money complications, so it’s essential that prospective brides and grooms discuss finances with each other before they tie the knot. This article addresses credit and debt, the “marriage penalty” when filing taxes, prenuptial agreements and qualified terminable interest property (QTIP) trusts.

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  • Is the price right? Ask an expert

    March / April 2011
    Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: As the economy continues to recover, merger and acquisition (M&A) activity is picking up steam. In the current environment, however, making or evaluating an offer can be challenging. This article shows how obtaining a fairness opinion from an objective, independent valuation expert can help M&A participants and their management defend themselves against shareholder claims.

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  • Tiered valuation discounts: How low can you go?

    March / April 2010
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: Valuation discounts can substantially lower the fair market value of gifted business interests. But business interest owners often inquire as to whether additional discounts apply when multiple layers of ownership exist. The answer is, maybe — if each entity exists for a bona fide business purpose. This brief article uses a landmark case, Astleford v. Commissioner, to examine the ramifications of tiered valuation discounts.

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  • Estate Planning Red Flag – Your child is on the title to your home or other assets

    September / October 2009
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: One of the most common, and costly, estate planning mistakes is to own property jointly with one’s child. Many people hold property — such as homes, bank accounts, investments or automobiles — with their children as joint tenants with right of survivorship. Their goal is to avoid probate and to ensure that when they die the property is transferred to their children automatically without the need for a trust or other estate planning vehicle. But there are many problems with this approach. Fortunately, they can be avoided with properly drafted trusts.

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  • 3 qualified retirement plans you may want to consider

    July / August 2009
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 353

    Abstract: Although it may be tempting to make cuts in these difficult times, qualified retirement plans still offer sound advantages: not only tax breaks, but morale and productivity boosts, as well. This short article takes a brief look at 401(k)s, SEP IRAs and SIMPLEs.

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