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Estate tax update: What you should know
Fall 2015
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 331
Abstract: This short article covers three new estate tax–related developments: the portability election, estate tax closing letters, and reporting of fair market values.
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Guiding your plan with an investment policy statement: The prudent thing to do
June / July 2014
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 331
Abstract: Research suggests that only about half of 401(k) plans have an investment policy statement (IPS). It probably should be 100%. This brief article highlights the reasons to have an IPS — and to heed it.
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Retirement plan review
February 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 331
Abstract: Retirement plan savings (e.g., qualified plans and IRAs) are important to one’s financial well-being for many reasons. They allow one to accumulate income without currently paying tax, and the power of compounding pretax dollars makes a retirement plan one of the most powerful investment vehicles available. Therefore, it is important to do everything possible to get the most out of one of the best investment opportunities available. This article lists information to consider when conducting a review of retirement plans.
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Moneylines: News Briefs for Businesses
April / May 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 331
Abstract: This issue’s “Moneylines” discusses 2011 IRS mileage rates for the business use of a vehicle; Inc. Magazine’s predicted top-performing industries for 2011, and what business owners can learn from them; and one survey’s indication of increased hiring this year.
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Moneylines: News briefs for businesses
April / May 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 331
Abstract: This issue’s “Moneylines” discusses new reduced IRS mileage rates; the introduction of Generally Accepted Privacy Principles (GAPP) to help business management combat identity theft; and businesses that are physically relocating nearer to their competitors to form “business clusters.”