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Showing 17–20 of 20 results
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I will survive – Your manufacturer’s undoing needn’t be yours
Fall 2009
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 690
Abstract: Those dealerships still standing at the approach of 2010 deserve congratulations. But the war is far from over. Surviving manufacturer upheaval is no easy task, but the odds improve with proactive planning and professional expertise. It may be possible that a sound business plan will convince a manufacturer not to pull the plug, but there are options to stay in business even if the franchise agreement is terminated. These include undergoing a brand change or sharing resources with another dealership. But, in the meantime, it’s important to assuage customer concerns.
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Married with children? – A QTIP trust can help you achieve your estate planning goals
September / October 2009
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 690
Abstract: As a spouse and parent, you have the difficult challenge of ensuring your spouse is provided for after your death while making certain there are assets left for your children’s inheritances. Trying to meet both objectives while minimizing estate taxes is no small feat. This article looks at how a qualified terminable interest property (QTIP) trust can help.
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Are tax-free investments really worth it?
May / June 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 690
Abstract: If you think investing in tax-exempt securities such as state and municipal bonds is an ideal way to diversify your portfolio and enjoy tax-free income, hold that thought. There are a few possible cons to consider along with the potential pros. This article discusses both, and points out that credit quality, price volatility and the investment’s role in your asset allocation strategy also need to be taken into account.
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Staggering into the new world – The IRS’s new amendment submission deadlines
April / May 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 690
Abstract: A few years ago, the IRS established a system for cyclical remedial amendment periods for pre-approved and individually designed retirement plans. Now, the IRS has replaced the original rules with a new set of staggered submission deadlines. This article looks at the differences between the old system and the new system and the deadlines that apply to various plan types.