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13 Dec 2014, 10:27 am
My partner Joe Michaels has composed a Memorandum entitled "75 Last Minute 2014 Year-End Tax Savings Tips” that you may find helpful in doing some last minute 2014 income, gift and estate tax planning, as well as of assistance in preparing your 2014 Federal, State and local income tax returns, and planning for the coming year. [read post]
23 Jan 2009, 5:56 am
A recent post describes four steps the Gap Inc. is taking to stem increases in legal fees (See my post of Jan. 22, 2009: plans, smaller firms, contract lawyers and offshoring.). [read post]
29 Aug 2012, 9:01 am
Not only do they lack savings, they lack the skils and investment knowledge to address the issue, according to the report. [read post]
19 Aug 2013, 4:30 am
Middle class families who prudently save often decide to purchase a second home for investment purposes. [read post]
12 Feb 2024, 8:40 pm
Keep the lines of communication open as you make sensitive planning decisions. [read post]
13 Jan 2013, 10:55 am
Small Business Administration under section 301(c) or (d) of the Small Business Investment Act of 1958; any plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5,000,000; any employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974 if the… [read post]
7 Apr 2023, 9:52 am
Examples of these types of plans include 401(k) accounts, Thrift Savings Plans, and individual retirement accounts (IRAs). [read post]
2 Aug 2023, 6:32 am
Additionally, Congressional Republicans have proposed broad ESG restrictions on the federal Thrift Savings Plan (the largest defined contribution plan in the world) that are similar to those restrictions playing out in the states. [read post]
2 Aug 2023, 6:32 am
Additionally, Congressional Republicans have proposed broad ESG restrictions on the federal Thrift Savings Plan (the largest defined contribution plan in the world) that are similar to those restrictions playing out in the states. [read post]
23 Feb 2011, 6:49 am
As most of us who were invested in 2008 learned, many of the high flying investments in real estate or start up companies crashed and burned in the last recession. [read post]
8 Dec 2022, 3:45 am
Policymakers should focus on growth-oriented tax policy that encourages investment, savings, and entrepreneurial activity, increasing Chile’s international tax competitiveness. [read post]
9 Feb 2015, 8:30 am
He or she can also find an excellent financial advisor if you need one to help with savings, investing and retirement planning. [read post]
24 Jun 2019, 1:21 pm
The details of it aren’t super important, they were a retired couple, they had saved a lot of money. [read post]
8 Mar 2011, 4:55 am
The savings on Medicaid would be $30 million for the state, as part of Gov. [read post]
12 Apr 2011, 11:55 pm
Employees, executives and partners in Chicago who make elective deferrals to an employer-sponsored 401(k) retirement account are undeniably trying to save for retirement. [read post]
20 Apr 2022, 12:23 pm
Help your family save thousands of dollars in unnecessary taxes and probate fees by sidestepping errors. [read post]
16 Aug 2016, 4:26 am
Plan assets are pooled and invested by the trustee or investment manager. [read post]
22 Apr 2020, 6:25 am
Group RRSPs are a common type of savings plan offered by Canadian employers. [read post]
27 Mar 2012, 12:49 pm
A recent article from USA Today Money explores the ways that planning ahead can (and can't) help local residents save down the road. [read post]
10 May 2011, 10:24 am
Governor Abercrombie noted, “Our initial investment in and long-term commitment to implement medical homes will improve the quality of care for our people and save the state significant money in the long run. [read post]
