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 2019-04-15: No. 8

Written Records Are Needed Even For Small Monetary Charitable Gifts

September 01, 2018
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
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Yes, We Can Be Sued For More Than Our Insurance Policy Limits

September 01, 2018
This might seem obvious, but many seem to believe at that as long as they have liability insurance, they are adequately protected
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Your Corporation Can Reimburse You For Your Actual Home Office Expenses, But Cannot Reimburse You If You Claim The $1,500 Home

September 01, 2018
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,
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Exclusivity Clauses In Office Leases

September 01, 2018
If you rent your office from a third-party landlord,
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An Inherited IRA Can Be Converted To A Roth IRA Only If It’s Inherited From A Deceased Spouse

September 01, 2018
In this case, it can be rolled into our IRA without further complications. Going forward it will be treated as our IRA which makes it eligible for a Roth conversion.
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IRS Issues Regulations On The 20% Pass-Through Tax Deduction Eliminating Practically All Aggressive Tax Planning

August 15, 2018
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
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Upcoming Collier & Associates Seminar At Canyon Ranch, Tucson, AZ (Nov. 8-11)

August 15, 2018
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
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Why We Sold Our Shares Of The Russell 2000 And Replaced Them With The Competing Small Cap Index, The S&P 600

August 15, 2018
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
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Retirement Plan Scare Tactics

August 15, 2018
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
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Fiduciary Duties Of A Retirement Plan Trustee, Including Investment Management, Investment Education And Fee Disclosures To Par

August 15, 2018
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 (&
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Are Your Collections Below 80% Of Your Production?

August 15, 2018
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
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Short-Term Treasuries Are Decent Investments For Excess Cash Waiting To Be Reinvested In Other Assets

August 03, 2018
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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