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When does it make sense to fund gifts with retirement savings?
January / February 2024
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: Under certain circumstances, funding gifts with retirement savings may provide a tax advantage. This short article talks about how making substantial gifts by the end of 2025 may enable wealthy individuals to lock in higher gift and estate tax exemptions before they expire.
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Tax Calendar
January 2024
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: This calendar notes important tax deadlines for the first quarter of 2024.
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Estate Planning Pitfall – You haven’t properly funded your revocable living trust
October / November 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: A revocable living trust is often used to complement a will. Assets transferred to the trust generally don’t have to go through the probate process, which can be time-consuming and expensive. They’re also generally protected from creditors and may be managed by professionals. This article explains the benefits of a revocable living trust and why funding it properly is essential.
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Estate Planning Pitfall – You’re selling your interest in a charitable remainder trust
Year End 2015
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: Recently finalized regulations eliminate a potential tax shelter involving the sale of an interest in a charitable remainder trust. This brief article offers an example of how the tax shelter worked before the new regs and, using the same example, explains how the regs produce a different outcome.
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Estate Planning Red Flag – You don’t have the right succession plan for your family business
September / October 2013
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: This issue’s “Estate Planning Red Flag” discusses the situation of “Dave,” whose estate plan leaves his business to his wife and then to their son after her death. This article explains why this plan will likely lead to an enormous estate tax bill down the road, and shows how Dave might do things differently.
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Solving the parts department puzzle
January / February 2008
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 344
Abstract: Managing a parts department is a little like putting together a picture puzzle. But if you manage the seemingly overwhelming number of pieces properly, a profitable picture can emerge. The article includes tips on inventory control systems, stock and special orders and third-party parts. (Updated 12/30/12)