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 2019-04-15: No. 8

Plan Contributions Later in a Career Makes Good Sense

December 01, 2018
If You're In The Last Years Of Your Career, Does It Still Make Sense To Contribute To A Retirement Plan? This question came from a client who was told that it no longer made sense to contribute to his plan, since he only had
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Non-Profits and Gambling/Fundraising Activities

December 01, 2018
IRS Publication 3079 Is A Helpful Guide For Tax-Exempt Organizations That Conduct Gambling Activities: It describes how these activities could affect
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Investing in Stocks in a Volatile Market

December 01, 2018
This is written in late November when the stock market, as measured by the Dow Jones Industrial Average, is 10% below its September high. In these periodic times of market turmoil, it's easy to freeze and develop the dreaded
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New Tax Limits For 2019

November 15, 2018
New Tax Related Numbers For 2019: Here are some numbers that tend to change every
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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
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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
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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.
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How Do You Rate Your Specialists

November 15, 2018
HOW DO YOU RATE YOUR SPECIALISTS?
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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
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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.
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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
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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
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