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  • Assessing your exposure to the estate tax and gift tax

    August 2018
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: Every taxpayer with a high degree of wealth shouldn’t let estate tax liability or gift tax liability take their heirs by surprise. This article provides the latest info on estate and gift tax exclusions and exemptions, and explains how to help forecast one’s estate tax exposure.

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  • Watch out for IRD issues when inheriting money

    May 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: Income in respect of a decedent (IRD) can create a surprisingly high tax bill for those who inherit property, especially substantial distributions from IRAs or retirement plans. This article discusses how IRD works and what taxpayers can do to claim an itemized deduction for estate taxes attributable to amounts reported as IRD.

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  • Why you might not want to include corporate assets with business assets

    June / July 2016
    Newsletter: Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: There are many reasons why a business owner might not want to combine real estate and other assets in a single entity. This article explains the costly mistake that such a move could entail, and why separating real estate ownership from the business offers owners greater flexibility. Suggestions to maximize tax benefits are included.

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  • Beware the transfer-for-value rule when dealing with life insurance

    June 2016
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: To keep a life insurance policy out of one’s taxable estate, or to achieve other planning goals, it may make sense to transfer the policy. But income tax traps exist. This article looks at one such trap: the transfer-for-value rule.

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  • News for Nonprofits

    February / March 2013
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: This issue’s “News for Nonprofits” discusses the “Social Impact 100 (S&I 100),” an index of charities that potential donors can consult to determine if a not-for-profit is meeting its mission and has the potential to reach more people. Also featured is the Better Business Bureau (BBB) Wise Giving Alliance’s “truth in advertising” initiative, which emphasizes the responsibility of boards of directors to ensure that fundraising firms that their nonprofits engage are adhering to the BBB’s “truth in advertising” standards.

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  • Newsbits

    Winter 2013
    Newsletter: Profitable Solutions for Nonprofits

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: In this issue, “Newsbits” takes a quick look at how to reach younger donors through smartphones; shows why charities that have recently adopted a more conservative approach to valuing corporate product donations can, with Charity Navigator’s help, make past financial data be more comparative; and cites a survey indicating that 66% of U.S. nonprofits need pro bono services more than any other volunteer work.

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  • To insure or not to insure – That’s the LTC question

    Fall 2012
    Newsletter: Business Matters

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: As health care costs soar and Americans live longer, long-term care (LTC) insurance is becomingly increasingly popular. For those who are healthy and between the ages of 50 and 65, this may be the ideal time to buy a policy. But it’s important to first understand the facts about the benefits — and risks — of LTC coverage. This article takes a look at coverage, costs and alternatives — including hybrid LTC policies, discussed in a sidebar.

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  • New retirement plan regs add employer responsibilities

    June / July 2008
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 491

    Abstract: New regulations for 403(b) retirement plans put more responsibility on plan sponsors. And that includes producing a written explanation of the plan and opening it to more employees. A sidebar highlights upcoming compliance dates.

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