620
Showing 17–20 of 20 results
-
Construction trends – Integrated project delivery puts teamwork to the test
Fall 2010
Newsletter: On-Site
Price: $225.00, Subscriber Price: $157.50
Word count: 620
Abstract: Under the traditional construction paradigm, the three major parties — owner, architect and contractor — are theoretically working toward the same goal: getting a structure built. But their immediate objectives don’t always gel with one another and, when they don’t, conflicts can arise. But this article explains how integrated project delivery (IPD) can serve as a means to reduce conflicts and speed efficiency.
-
You, your noncitizen spouse and your estate plan – Use a QDOT to preserve marital deduction benefits
October / November 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 620
Abstract: For married couples, the unlimited marital deduction is a powerful estate planning tool that allows an unlimited amount of assets to pass (through lifetime gifts or bequests at death) to a spouse free of gift and estate taxes — if the spouse is a U.S. citizen. If not, however, one can have assets transferred estate-tax free at death to a qualified domestic trust (QDOT), with the noncitizen spouse receiving the trust income during his or her lifetime. But there are pros and cons to be considered, along with international treaties that address estate taxes.
-
The home sale exclusion may be more limited than you think
January / February 2009
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 620
Abstract: The capital gains tax exclusion for home sales may be the best-known provision in the tax code. But it’s also widely misunderstood. Many people assume they can sell their homes tax-free, but that’s not always the case. And a recent tax law change further limits the exclusion for certain sellers. This article looks at the eligibility requirements for the home sale exclusion so that homeowners don’t receive an unpleasant tax surprise when they go to sell their homes.
-
Practical Perspectives: Key financial issue for you and your family – Cleaning up tax records can help fend off an IRS audit
June / July 2008
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 620
Abstract: In this issue’s “Practical Perspectives,” we meet Mike and Beverly, a married couple with two young daughters, who recently decided to finally get their house in order — literally. Beverly’s job was to organize the family’s financial records and, when she went to do so, she began to get frustrated about what tax-related documents she needed to keep and for how long. Wisely, she called her financial advisor, who had some answers. (Updated 6/11/12)