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All About High Net Worth (10)

Program-Related and Mission-Related Investments for Private Foundations

Even though a private foundation is required to make annual distributions (usually 5% of its net asset base) in support of its mission, the vast majority of its assets must remain invested and is not otherwise available to provide support for its causes.
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Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
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The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
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High Income Earners Can Use After Tax Contributions to a 401(k) Plan to Get Money Into Roth IRA

Did you know you can make after-tax contributions to your 401(k) retirement plan? Not many people do.
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Who Are the Latest IRS Targets? A List of 23 Audit Triggers

Many taxpayers ask, "How can I avoid an IRS audit?" There’s no 100% guarantee you won’t be picked, because some tax returns are chosen randomly. However, completing your returns in a timely and accurate fashion with your trusted tax advisor certainly...
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Reducing Transfer Taxes: Could You Benefit From an FLP?

With so many recent changes in the tax laws, it’s more important than ever to look for tax planning strategies that can help reduce future tax liabilities of higher-income taxpayers.
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