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  • Don’t overlook foreign assets when planning your estate

    July / August 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 990

    Abstract: It’s somewhat surprising how often individuals fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.” estate plans, so they’re not worth mentioning. But if a person owns real estate or other assets outside the United States, it’s critical to address these assets in his or her estate plan. This article examines red flags to be aware of when addressing foreign assets in an estate plan. A sidebar focuses on estate planning strategies for foreign citizens living in the United States.

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  • S corporation conversions – Should you strike while the iron’s hot?

    March / April 2013
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 990

    Abstract: Subchapter S election can potentially provide shareholders with more flexibility in business decisions, income and capital gains tax considerations, and distribution alternatives. But there are several valuation issues and implications worth considering before taking a leap toward Subchapter S status. This article looks at the pros and cons of S corporation status and the issue of tax affecting earnings, noting that it’s important to consider the facts of the particular case as well as relevant case law.

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  • Howdy, partner! Start your business partnership off on the right foot

    Summer 2009
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 990

    Abstract: Regardless of what industry you’re in, a strategically planned business partnership can be a smart option for starting a company. But it’s important to evaluate whether a partnership is the best option in your specific case — and it’s vital that you take the necessary steps to ensure its success. You need to consider the tax impact and the structure of the partnership, and put an agreement in writing. A sidebar discusses how you should choose a potential business partner.

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