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Showing 17–21 of 21 results
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Wealth preserver – Use an ILIT to shield life insurance proceeds from estate tax
July / August 2014
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: Life insurance can provide peace of mind, but it’s important to not own the policy at death. Why? The policy’s proceeds will be included in the taxable estate and may be subject to estate taxes. To avoid this result, a common estate planning strategy is to set up an irrevocable life insurance trust (ILIT) to hold the policy. This article describes the tax benefits of an ILIT, along with some drawbacks.
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Meet the buyers – Getting an M&A off on the right foot
February / March 2014
Newsletter: Merger & Acquisition Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: M&A deals often owe their success to amicable and trusting relationships, so it’s important to put some thought into the initial deal meeting and determine well in advance the attendee list, meeting place and agenda. This article discusses why these three elements are so important.
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The stretch IRA: A simple yet powerful estate planning tool
January / February 2014
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: If an IRA isn’t needed to fund retirement, it can be used as an estate planning tool to benefit children or other beneficiaries on a tax-advantaged basis by turning it into a “stretch” IRA. This article explains how a stretch IRA works, noting that there are different options for spouses as opposed to other beneficiaries.
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Do your homework before investing
September / October 2012
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: It’s possible to successfully navigate the recent turbulent markets — by doing some homework before investing. This article shows that some of the best market indicators may be in the local market. It explains how to look at real operating figures when purchasing an established rental property and shows what warning signs to look out for when performing due diligence on a prospective property.
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Navigating trouble spots on revised Form 990
Year End 2009
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 617
Abstract: Many nonprofits, having filed extensions for more time to prepare the revised Form 990 for 2008, are now wrestling with some of the form’s questions. The form asks whether a nonprofit has certain written policies relating to organization governance, such as conflict-of-interest and whistleblower policies, and about the independence of board members. (The form’s instructions are exact about the three-part test to be used to determine whether a board member is independent.) It will also be necessary to answer questions pertaining to controlled entities and to related organizations. This article shows where to find answers to some questions that nonprofits might have.