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23 Dec 2015, 7:43 pm
VGI is a C corporation for federal tax purposes; the mutual funds are regulated investment companies, or “RICs. [read post]
23 Dec 2015, 7:43 pm
VGI is a C corporation for federal tax purposes; the mutual funds are regulated investment companies, or “RICs. [read post]
20 Dec 2015, 5:22 pm
I have composed a memorandum entitled “75 Last Minute 2015 Year-End Tax Savings Tips” that you may find to be helpful in doing some last minute 2015 income, gift and estate tax planning, as well as be of assistance in preparing your 2015 federal, state and local income tax returns and planning for the coming 2016 year. [read post]
18 Dec 2015, 7:26 am
I have been saving for my children’s college, but I am now faced with divorce. [read post]
17 Dec 2015, 12:59 pm
Provides options to include professional development plans for gifted and talented educators in Title II. [read post]
17 Dec 2015, 9:08 am
Unless and until that donation is made, they receive no tax savings. [read post]
17 Dec 2015, 4:36 am
Many employers offer sponsored retirement accounts, commonly referred to as 401(k) plans, in which employees invest a portion of their pre-tax earnings. 401(k) plans are an attractive investment option for employees because total earnings for income tax calculations are reduced by the amount saved in the 401(k) plan and companies often match a percentage of each employee’s savings. [read post]
17 Dec 2015, 4:00 am
In Harvard’s defence, the resulting initiative is extremely well planned and financed, with much thought given to the future applications. [read post]
16 Dec 2015, 8:13 pm
Make sure he or she can find the savings, investments, life insurance policies, retirement accounts, and stocks and bonds. [read post]
15 Dec 2015, 10:10 am
Marketing is easier when you have a plan How much time do you spend on income producing activities? [read post]
14 Dec 2015, 1:18 pm
It seems that humanity is saved. [read post]
11 Dec 2015, 3:13 pm
A Power of Attorney for Property includes many speficially referenced powers. 1) Real Estate Transactions – allowing the agent to buy, sell, exchange, rent and lease real estate 2) Financial Institution Transactions – allowing the agent to open, close, continue and control all accounts and deposits in any type of financial institution including banks, trust companies, saving and loan associations, credit unions and brokerage firms 3) Stock and Bond Transactions – allowing… [read post]
10 Dec 2015, 11:44 am
2015 Year-End Planning Moves: · Realize losses on stock while substantially preserving your investment position. [read post]
9 Dec 2015, 7:57 pm
Look at Your Investments. [read post]
8 Dec 2015, 1:34 pm
His office estimated the quarterly installments could save taxpayers $8.5 billion over 30 years. [read post]
4 Dec 2015, 1:14 pm
With Jimmy gone we had to come up with a plan to promote an authorless autobiography. [read post]
3 Dec 2015, 11:01 am
You can contribute up to $18,000 to your 401(k) plan in 2016, which means saving $1,500 per month. [read post]
3 Dec 2015, 6:36 am
Such discounts could result in significant gift and estate tax savings for those involved. [read post]
27 Nov 2015, 10:17 am
Save this inventory in an encrypted file, a safe, and with your estate planning attorney. [read post]
25 Nov 2015, 9:27 am
That somebody who is a certified financial planner so the investment not just has to be suitable, it has got to fit into your investment plan. [read post]
