For years, we've needed an acknowledgement from the charity for cash gifts of $250 or more, but there was always a "de minimis" exception for small gifts below that amount. The current law and regulations
Section 280A(c) of the tax code allows a limited deduction for home office expenses. If part of the home is used exclusively for business and we use that space as a principal place of business doing substantial management work,
We've covered the new tax law Section 199A extensively this year in the Newsletter and at our seminars. This law certainly discriminates against professionals by preventing them from converting personal service income into qualified business i
We've had a number of calls concerning the rate for Canyon Ranch. The per person rate of $2,450 is for the complete three-day package, not per night. This is a terrific rate for this tax-deductible seminar. Visit www.collieradvisors.com for
We like the idea of having a modest part of our investment portfolio invested in small company stocks. Their price changes tend to be more volatile year to year, but over long periods of time their returns tend to be higher. A simple way to own the
Qualified retirement plans hold approximately $10 trillion(!) of assets, which makes them a huge target for the investment advisor industry. Over the last decade, and especially over the last two years, the advisors have made a focused effort to sep
In professional practices, the doctor serves as the plan's "trustee" and has a fiduciary duty on behalf of the employees or "beneficiaries." This is contained in Section 404(a) of the law called the Employee Retirement Income Security Act of 1974 (&
If so, this may mean you are participating with too many PPOs. To measure their performance, prepare a simple spreadsheet listing from top to bottom your top 20 procedures by annual revenue. Then make additional columns to the right. The left-most
The yield on the three-month Treasury bill is now 2%, and this increases to 2.6% as the maturity goes out to two years. Thanks to the Federal Reserve's slow rise in interest rates, these yields are a full 1% higher than they were this time.
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