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Showing 17–20 of 20 results
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Court’s FLP ruling is a win-win — and a reminder
January / February 2010
Newsletter: Advocate's Edge / Litigation Support
Price: $225.00, Subscriber Price: $157.50
Word count: 862
Abstract: The number of cases challenging the legitimacy of family limited partnerships (FLPs) continues to grow. Typically, these can be classified as either a taxpayer or an IRS win, but one recent U.S. Tax Court ruling is at least a partial victory for both sides. The case involves two separate transfers of interest in an FLP — one made three days before the decedent’s death. This article explains why one transfer passed muster with the Tax Court and the other didn’t, while a sidebar discusses whether the fair market value of the decedent’s assets in a QTIP trust were includible in her gross estate.
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To prevent employee fraud, cover all the angles
Fall 2008
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 862
Abstract: Employee fraud is a significant threat to U.S. businesses, yet few community banks give it the attention it deserves. It’s vital to have a fraud prevention strategy that addresses all three sides of the fraud triangle — that is, the elements that make fraud possible.
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The more, the merrier – Reap the advantages of a firmwide retreat
Spring 2008
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 862
Abstract: Most law firms hold retreats for partners, associates and even paralegals. But it’s not often enough that firms include the entire staff. There are many benefits to holding a firmwide retreat. It can energize the entire staff, enhance internal operations and improve working relationships between lawyers and other employees. So when planning your next retreat, consider making it an all-inclusive one. This article explains the benefits of firmwide retreats and how to make them as effective as possible.
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Going offshore – Do your assets need an extra layer of protection?
March / April 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 862
Abstract: Offshore financial planning may evoke images of international spies wiring funds into secret, numbered bank accounts, but the reality is far more mundane. Still, if a person’s wealth is substantial and his or her business exposes him or her to the risk of frivolous lawsuits, an offshore trust can provide an extra layer of protection. This article explores how offshore trusts can protect assets.