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Showing 17–19 of 19 results
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Protecting your assets against fraud and ID theft
May / June 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: Wealth preservation typically focuses on protecting assets against creditors’ claims and lawsuits, but it’s also important to protect wealth from erosion by fraud and identity theft. There’s a common misconception that fraud victims usually are unsophisticated, but there’s no shortage of sophisticated investors who’ve been seduced by the promise of generous returns. And, according to the Federal Trade Commission, 10 million people fall victim to ID theft every year. This article offers safeguards against fraud and ID theft.
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Upside down – Cutting your taxes with capital losses
March / April 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: As volatile as the stock market has been, investors probably have at least thought about selling some investments that have lost value. Using caution is especially important when considering selling at a loss. Why? Because people will be locking in their losses, but they may also be missing out should those securities bounce back after they sell. However, in some situations, liquidating underperformers can make sense from a tax perspective. This article explains how selling holdings for less than the purchase price can lower a person’s income tax bill.
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How to turn compliance into a profit center
Winter 2008
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 852
Abstract: The Patriot Act beefed up the Bank Secrecy Act (BSA), imposing new obligations to ferret out suspicious customer activities and deter money laundering activities. The cost of compliance is steep. But smart bankers look at their BSA responsibilities not as unwelcome costs, but as an opportunity to generate new revenue, improve efficiency and strengthen customer satisfaction.