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2011 ANNUAL PLANNING SEMINAR!
Thursday, December 8, 2011
We would like to take a moment to personally invite you to our 2011 Annual Planning Seminar. We will be covering a variety of topics which include current tax issues, financial and estate planning and valuation issues. We are sure you will find that the information presented for each topic is timely, informative and beneficial.
The invitation will provide you with the details for the seminar as well as the specific topics that will be covered.
We look forward to seeing you there! |
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Five Year-End Tax Planning Considerations |
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 Here are five things to keep in mind as you consider 2011 year-end tax planning moves.
Read More |
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Deciphering Health Savings Vehicles |
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Health savings accounts (HSAs), Archer medical savings accounts (MSAs), health reimbursement arrangements (HRAs), and flexible spending arrangements (FSAs) are personal health accounts that may help you control your health-care costs.
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Portability of Basic Exclusion Amount Between Spouses |
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For married individuals dying in 2011 and 2012, 2010 legislation added a new, temporary portability provision allowing a surviving spouse to use any unused basic exclusion amount of a deceased spouse for gift and estate tax purposes.
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I'm Retiring to a State With No Income Tax. Can My Former State Tax My Retirement Benefits? |
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Federal law prohibits states from taxing most retirement benefits paid to nonresidents.
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What State Tax Issues Should I Consider When Deciding Where to Retire?
If you're retired, or about to retire, and thinking about relocating, be sure to investigate state tax issues before making your move. |
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