312
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Estate Planning Pitfall – You didn’t retitle assets to be included in a trust
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: There are numerous benefits of using a trust in an estate plan. However, if it’s not properly funded, it may not achieve a person’s ultimate estate planning goals. This brief article explains why it’s critical that all of the assets are titled to the trust.
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Estate Planning Red Flag – You’ve named a family member as executor
March / April 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: The executor’s role is critical to the administration of an estate and the overall achievement of the estate planning objectives. Naming a trusted family member as executor may be a natural choice, but it may not be the best. This brief article explains why naming a trusted advisor and a loved one as co-executors may be a better choice.
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Choose the beneficiary of your retirement plan carefully
March / April 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: This article describes the importance of understanding how the beneficiary one chooses to inherit an IRA, 401(k) plan or other retirement account can affect the income and estate tax consequences. For non-Roth accounts, there are three factors to consider that can affect the beneficiary’s income tax liability. It’s also important to consider the estate tax consequences of choosing a spouse, vs. someone else, as beneficiary.
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Auditor recommendations can be a treasure trove
October / November 2013
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: Nonprofit leaders typically pay a lot of attention to the auditors’ findings after an annual audit, and correct any “deficiencies” or “weaknesses” in internal controls. But the auditor’s recommendations — formerly the “management letter” — provided in the report also can provide a gold mine of information. As this article explains, such recommendations typically involve segregation of duties and documentation of internal controls.
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Financing college tuition with a 529 plan
August / September 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: An attractive college-savings option that has weathered the recession relatively well is the 529 plan. As this article explains, there are two kinds of 529 plans to choose from. A prepaid tuition plan allows one to prepay all or part of children’s tuition costs at today’s rates. And a college savings plan can provide for more than tuition.
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CI can keep you ahead of the competition
April / May 2009
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: Resorting to corporate espionage isn’t necessary for you to win the advantage over your competition. What you do need is competitive intelligence (CI). CI is the process of legally and ethically gathering and analyzing information on your competitors so you can better anticipate market trends, analyze industry developments and compare business practices.
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Vital Stats – National P4P standards take another step forward
Fall 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: This issue’s “Vital Stats” offers two topics of current interest to physician groups. The first deals with national pay-for-performance standards, which took another step forward when some of the nation’s largest health plans signed the “Patient Charter for Physician Performance Measurement, Reporting and Tiering Programs.” The second topic describes changes made by CMS to its Physician Quality Reporting Initiative to encourage physician participation.
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457(b) plans: A potential winner for eligible organizations
June / July 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 312
Abstract: 457(b) plans are available only to state and local government employers or nonprofit organizations. This brief article discusses how they can potentially double the allowable annual contribution for certain employees of specific types of employers.