- Collier & Associates

Archived Newsletters

Filter:

Register to download a .PDF version of the latest newsletter:
 2019-07-01: No. 13

American College of T&E Counsel

November 15, 2018
The American College of Trust and Estate Counsel (ACTEC) is a great resource for finding an estate planning attorney. ACTEC is a nationwide network of highly regarded estate
Register to Access

Update on "AUM" Investment Advisors

November 15, 2018
Investment Advisors Continue To Mischaracterize Retirement Plan Fiduciary Duties In Their Effort To Accumulate More Assets To Manage: The latest example was a cold call we received
Register to Access

Specialist Survey

November 15, 2018
We Value Your Opinion! Enclosed with this issue is a short survey on what you like (and what you would like to improve) in your relationships with your specialist colleagues. This survey is prepared in conjunction with Advanced Practice Management.
Register to Access

How Do You Rate Your Specialists

November 15, 2018
HOW DO YOU RATE YOUR SPECIALISTS?
Register to Access

Qualified Opportunity Zones

November 15, 2018
Qualified Opportunity Zones: The Tax Cuts and Jobs Act of 2017 introduced a new concept called Qualified Opportunity Zones (QOZs) which attempts to entice (through generous tax incentives) private investment to flow into low-income
Register to Access

Tax-Free 529 Distributions

November 15, 2018
529 Distributions Cannot Be Used To Purchase Campus Real Estate But Can Be Used To Pay Rent On A Building That YOU Own: A purchase will be treated as a non-qualified distribution, subject to income tax and a 10% penalty.
Register to Access

Qualified Charitable Distributions

November 15, 2018
Year-End Reminder To Consider A Qualified Charitable Distribution (QCD) From Your IRA: To recap, once you turn 70-1/2, you can transfer up to $100,000 tax-free from your IRA (not retirement plan) to a charity. QCDs will become far more frequent now
Register to Access

Specialist CE Seminars For GPs

November 15, 2018
A Specialist Marketing Idea -- Giving Seminars For General Practitioners: Many have tried this. Some continue them as useful, and others drop them as not worth the cost. Most we have seen are unnecessarily expensive affairs. A variation worth co
Register to Access

14-Day Tax-Free Rent Rule

November 15, 2018
One Nifty, If Aggressive, Tax Benefit Of Using Your Home For CE Seminars Is The 14-Day Tax-Free Rental Rule: Rental income is taxable, but if a home is rented for 14 or fewer days
Register to Access

Anonymous Practice Sale Listings

November 15, 2018
Your State Dental Journal's Online Practice Sale Listing Service Is A Great Way To ANONYMOUSLY List Your Practice For Sale: The technology has improved to the point where candidates
Register to Access

Vacation Home Insurance

November 15, 2018
Traditional homeowners insurance companies don't want to cover the exposure that comes from renting a home on VRBO or AirBNB. If the carrier
Register to Access

2018 Year-End Tax Planning

November 01, 2018
Tax planning this year takes place against the backdrop of a major legislative overhaul, namely the Tax Cuts and Jobs Act of 2017 (“TCJA”). The new law brings rate reductions across the board, expanded standard deduction, new child tax
Register to Access

Copyright Collier & Associates. Quotation for political or commercial use is not permitted. Duplicating an entire issue for sharing with others, by any means, is illegal. Photocopying of individual items for internal use is permitted for registrants with the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923. For details call 978-750-8400 or visit www.copyright.com.

RECEIVE A FREE COPY OF OUR NEWSLETTER

See why thousands of doctors subscribe to the C&A newsletter

Talk to Collier & Associates Today

(216) 765-1199

Stay Connected
facebook, collier and associates linkedin, collier and associates

Copyright © 2019 Collier & Associates. All rights reserved. Terms Of Use. Privacy Policy