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  • Tax calendar

    January 2020
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: This calendar notes important tax deadlines for the first quarter of 2020.

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  • 3 common types of IRS tax penalties

    June 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: Around this time of year, many people have filed and forgotten about their 2017 tax returns. But one could get an abrupt reminder in the form of an IRS penalty. This article discusses three common types and how to seek relief.

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  • Single factor preempts likelihood of trademark confusion claim

    Year End 2016
    Newsletter: Ideas on Intellectual Property Law

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: When a trademark is challenged, courts generally turn to the DuPont factors to determine whether a likelihood of confusion exists between two marks. But, as in a 2016 Federal Circuit case, courts don’t necessarily consider all 13 DuPont factors. This article identifies the single factor considered — similarity of the marks — and how it affected the appeals court’s decision. Oakville Hills Cellar, Inc. v. Georgallis Holdings, LLC, No. 2016-1103, June 24, 2016 (Fed. Cir.)

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  • Unlocking the key person discount

    November / December 2016
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: Businesses of all sizes sometimes rely heavily on one or two key employees. Valuations of such companies may include a key person discount, and courts have allowed them in certain cases. This article discusses what a key person discount is and some of the factors valuators consider in estimating it, including the key person’s responsibilities, the degree of dependence on the key person and the likelihood of losing him or her. The article also notes that it’s important that valuators avoid the pitfall of double dipping when incorporating key person risk into a valuation.

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  • Beware of fake charities

    October / November 2016
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: This brief article offers some clues that a charitable organization might be fraudulent, including having a confusing name, providing little information about its mission, using high-pressure tactics and exploiting disasters. The article explains how to ensure charitable gifts are used by legitimate charities.

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  • Ask the Advisor – Is a reverse exchange right for me?

    November / December 2013
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: Real estate investors interested in enjoying the tax benefits of a like-kind exchange may consider a “reverse exchange” — where the replacement property is acquired before the investor transfers the relinquished property. These transactions come with certain advantages and disadvantages, however. This article looks at two versions of reverse exchanges and their pros and cons.

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  • Tax Tips – Charitable deductions: Form over substance

    May / June 2013
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: In this issue, “Tax Tips” takes a look at IRS substantiation requirements to support a charitable deduction; a simpler way of claiming a home office deduction; and why it can be beneficial to invest in qualified small business stock (QSBS) before the end of this year.

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  • Construction Success Story – Cost segregation study gives one contractor a competitive edge

    July / August 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 400

    Abstract: In this issue’s “Construction Success Story,” we tell the tale of a commercial contractor who wanted to expand his market base by bidding on a proposed medical clinic. He knew his team could do the job, but one of his competitors had more experience in the construction of health care facilities. To gain a competitive edge, his financial advisor came up with a bold idea: As part of his bid proposal, the contractor could suggest organizing a cost segregation study.

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