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Timing is everything – Avoid the wash sale rule to keep taxes in check
Year End 2022
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 944
Abstract: As the end of the year approaches, individuals may be in a position to recognize capital losses from sales of securities to offset gains or even some high-taxed ordinary income. However, as this article points out, there’s an obstacle standing in the way of some investors: the wash sale rule. If investors aren’t careful, this rule can result in losses being disallowed. The article offers several strategies that can help, with the caveat that any strategies should reflect an investor’s investment goals, risk tolerance and more. A sidebar offers an example of how the wash sale rule works.
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One employer or two? Appeals court determines joint liability in Title VII case
May / June 2016
Newsletter: Employment Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 944
Abstract: This article describes a Title VII race discrimination case in which the Third Circuit considered whether a temporary worker assigned by a staffing agency to a retail store was a joint employee. The court applied an employment relationship test laid out by an earlier Supreme Court ruling and found the worker to be employed by both the agency and store. A sidebar summarizes a similar case where the court came to a different conclusion.
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Going for the gold — Apply solid grant-writing techniques to your quest
February / March 2012
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 944
Abstract: Competition for a grant can be greater than ever, so a not-for-profit hoping to become a grant recipient needs to produce a proposal that will shine. This article explores how to begin researching potential funders — not only private foundations, but also local, state and federal governments and corporations. After finding a prospect, the next step is to determine what they’re looking for, and to write a proposal that explains what the nonprofit is trying to accomplish and how it expects to get there.
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Giving: A timeless estate planning strategy
October / November 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 944
Abstract: Although currently there’s no federal estate tax, it’s scheduled to rear its head again in 2011. Congress is expected to intervene, but no one is certain what changes will or won’t be made. This makes estate planning especially challenging. But, even in this environment, a tried and true strategy to reduce potential estate tax liability is making tax-free — or even taxable — gifts. This article discusses the various giving options available, while a sidebar shows why it can be advantageous to make a taxable gift — though it’s not without some risk.