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What Investment and Tax Questions Must Be Answered When Preserving Capital Tops Client Concerns
"The current market downturn will force investors to reassess their financial plans. Emphasis must be placed on directing clients to products with better return characteristics, as opposed to recommending a particular investment product," according to authors William M. VanDenburgh, Philip J. Harmelink, D. Larry Crumbley and Nicholas G. Apostolou in a recent issue of CCH's Journal of Retirement Planning. In today's economy and markets, clients need unbiased information—not a sales pitch advising clients to buy specific products. Advisors must be highly trained in taxation issues to properly serve clients in today's environment. "The current market conditions will result in a flood of safety-oriented products. More than ever, the lower return reality of safer investments means cost factors much be minimized. Tax advisors are the ideal individuals to facilitate the complex task."
Click here to read the full text of "Investment and Tax Considerations for Capital Preservation" from the Journal of Retirement Planning.
Related Titles to this Article:
Investments and Taxes
Asset Protection Planning Guide
How to Select and Use Mutual Funds
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Sending staff to a trade show is a normal business procedure in most any industry. Trade shows are ways to meet new clients, announce new products, and just stay in touch with your existing customers. They could also be an open door for states looking to force your company to collect tax on all sales you make in the state that hosts the show. Many states look at trade show participation as a de minimus activity, yet others say it creates nexus–a taxable presence in that state which requires your company to begin collecting and remitting sales taxes on all sales made there. In a recent issue of State Tax Review, CCH's editors reveal the results of an exclusive survey of how states treat trade show participation.
Click here for more information.
Related Titles to this Article:
State Tax Review
Sales and Use Tax Nexus: Practical Insights and Strategies
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Once an individual or group decides to form a tax-exempt organization, the usual first order of business is to seek professional help in formally setting up the organization. There are many steps required to establish a nonprofit, tax-exempt organization--ranging from naming and reserving the name for the new corporation to preparing and processing an application with the IRS. Developing a professional and organized approach to non-profit formation is important, not only because it fosters a favorable impression with clients, but because it expedites the document drafting and filing process. In Chapter 2 of Forming the Exempt Organization, noted non-profit organization advisor, Marshall A. Glick, JD, shares how-to tips and offers a step-by-step guide to the mechanical processes involved to help eliminate the mystery and drudgery of conceiving, drafting, and assembling complex applications for federal tax-exempt status.
Click here to read the full text of Chapter 2--Getting Started from CCH's new book, Forming the Exempt Organization.
Related Titles to this Article:
Forming the Exempt Organization
Exempt Organizations Reports Library
Federal Exempt Organization Taxation: Code and Regulations
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Numerous opportunities are available for individuals and businesses to save taxes in 2003. New law changes and cost-of-living adjustments create opportunities for tax savings, if action is taken. Plus, various tax law changes enacted in prior years take effect now in 2003. A recent issue of CCH's CPE Credit Service by well-known tax experts and authors, Sidney Kess, JD and CPA, and Barbara Weltman, JD, discusses new-year tax planning tips and techniques as they relate to different types of taxpayers—individuals, investors, businesses, and families. The earlier that planning begins for 2003, the greater the opportunities there are for tax savings.
Click here to read the full text of this Issue covering new year tax planning as well as additional updates on several important new developments.
Click here for the CPE Quizzer related to this article and click here for the answer sheet to submit for CPE credit.
For those interested in earning valuable CPE credits, a Quizzer is also included with this material (grading and administration fee additional; see Issue for details).
Related Titles to this Article:
Federal Tax Audio Advisor
Tax Planning Strategies (2002-2003 Edition)
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