2023
Showing 1–16 of 460 results
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3 strategies for handling estimated tax payments
December 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 270
Abstract: Self-employed individuals, and those with income from interest, rent, dividends and other sources, generally must pay estimated tax payments throughout the year. Mishandling these payments could trigger penalties. This brief article offers three strategies for getting it right, and a reminder that the next due date for estimated taxes is coming up fast: January 16, 2024.
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Consider the flexibility of a self-directed IRA
December 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 407
Abstract: Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, depending on what they’re invested in. But one drawback is that they limit the account owner’s investment choices. A self-directed IRA provides more flexibility in investment choices but comes with greater risk as well.
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Education benefits help attract, retain and motivate your employees
December 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 491
Abstract: One popular fringe benefit that an employer can offer is an education assistance program that allows employees to continue learning, and perhaps earn degrees, with financial help from the employer. A business can attract, retain and motivate employees by providing these benefits so that team members can improve their skills and gain additional knowledge. An employee can receive, on a tax-free basis, up to $5,250 each year from his or her employer under a “qualified educational assistance program.”
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Use the tax code to make business losses less painful
December 2023
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 550
Abstract: Whether a business is new or established, losses can happen. The federal tax code may help soften the blow by allowing businesses to apply losses to offset taxable income in future years, subject to certain limitations.
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Separately managed accounts – An alternative to mutual funds for high-net-worth investors
November / December 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 424
Abstract: Although mutual funds boast many benefits, they don’t give investors control over investment decisions, such as to buy or sell individual securities at year end. Individuals with considerable wealth may want to consider a separately managed account (SMA) instead. This short article defines SMAs and highlights their tax advantages.
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Does your estate plan account for your digital holdings?
November / December 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Increasingly, clients are asking their advisors to include digital assets in their estate plans. The consequences of not doing so can be dire, as several high-profile cases of cryptocurrency owners have illustrated. This article looks at the types of digital assets to include and the best ways to provide them with legal protection.
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FAQs about maximizing FDIC insurance coverage
November / December 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 640
Abstract: Most bank accounts are safe in the event of bank failure because they’re insured by the Federal Deposit Insurance Corporation (FDIC). This article reviews FDIC coverage limits. It explains concepts such as “ownership categories” and offers tips for increasing insurance coverage for large accounts.
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4 year-end tax moves for investors
November / December 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 836
Abstract: As the year winds down, it’s a good time to implement year-end strategies that can potentially minimize taxes. This article offers four actions to consider taking: 1) Harvest losses or gains; 2) maximize retirement plan contributions; 3) take required minimum distributions from retirement accounts; and 4) make a qualified charitable distribution. The sidebar dispels a common misconception that investing in a mutual fund just before it makes distributions is like getting “free money.”
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News for Nonprofits – Will the U.S. Senate streamline the grant process?
Year End 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 440
Abstract: This issue’s News for Nonprofits explores whether the U.S. Senate will streamline the federal grant process and how a Charity Navigator partnership can promote impact data. It also looks at a study highlighting nonprofit website flaws.
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Don’t ignore outside auditors’ findings
Year End 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 568
Abstract: Not all nonprofit organizations that have had an outside audit act on the findings. The cost of not responding to audit results can be steep. This article will help organizations learn why constructive follow-up is in their organization’s best interest.
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Maintaining your tax-exempt status
Year End 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 594
Abstract: Tax-exempt status isn’t necessarily forever. It may not happen frequently, but the IRS does revoke the status when nonprofits engage in substantial disqualifying or nonexempt activities. The agency recently updated the audit guidance for its examiners regarding such tax-exempt status violations. For organizations venturing into business activities these days, this article summarizes what the IRS is looking for.
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Avoiding excess benefit transactions – The pitfalls of dealing with disqualified persons
Year End 2023
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 843
Abstract: The IRS has released new guidance on excess benefit transactions (EBTs). So-called disqualified persons and organization managers who engage in such transactions with nonprofits face stiff excise taxes — also known as intermediate sanctions — under the Internal Revenue Code. But not every transaction between disqualified persons and nonprofits is prohibited. This article reviews what nonprofit organizations need to know.
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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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A strong marriage is a necessity when it comes to using a SLAT
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 724
Abstract: When creating an estate plan, there’s a certain amount of prognosticating involved. What will one’s financial picture look like in years to come? How will estate tax laws change? No doubt one of the biggest challenges involved with estate planning is all the uncertainty. This article explains how a spousal lifetime access trust can provide flexibility to an estate plan.
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No time like the present – Address top estate planning priorities today
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 670
Abstract: When it comes to estate planning, consider taking a page out of the Boy Scouts Handbook: Be prepared. The last thing one would want for his or her family is to be scrambling to pick up the pieces after death. Drafting a will is a good starting point, but there are several other “top priority” items to be accomplished. This article details several priorities that should be taken care of sooner rather than later.
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Is a charitable remainder trust right for your estate plan?
Year End 2023
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 773
Abstract: For those who’d like to give to their favorite charity and leave a significant amount of their estates to loved ones, a charitable remainder trust (CRT) might be an option for their estate plans. This article details how a CRT works and explores two different CRTs: a CRAT and a CRUT. A sidebar explores the option of using qualified charitable distributions.