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The experts in the Wealth Management Services Group often author articles for publication. These articles have appeared in either national magazines or RubinBrown newsletters.
January 13, 2009 Focus On Wealth Management: Business Sustainability And A Buy-Sell Agreement
Most business owners are concerned with ensuring the sustainability of their business over time. One aspect of business sustainability involves the continuity of business ownership and management in the event one of the owners can no longer...
March 24, 2008
S Corporations’ Charitable Contributions
January 25, 2007 Before the Pension Protection Act of 2006, P.L.109-280 (PPA ’06), it was generally understood that an S corporation’s charitable contribution of appreciated property reduced each shareholder’s adjusted basis in stock ... Now is a good time to initiate the estate planning process or review your current estate. As you begin the process of completing your 2006 individual income tax return, it is a good time to revisit your estate plan to ensure that it continues to meet your needs, goals and objectives. If you have never implemented an estate plan, now is also a...
March 24, 2008
S Corporations’ Charitable Contributions
January 25, 2007 Before the Pension Protection Act of 2006, P.L.109-280 (PPA ’06), it was generally understood that an S corporation’s charitable contribution of appreciated property reduced each shareholder’s adjusted basis in stock ... Now is a good time to initiate the estate planning process or review your current estate. As you begin the process of completing your 2006 individual income tax return, it is a good time to revisit your estate plan to ensure that it continues to meet your needs, goals and objectives. If you have never implemented an estate plan, now is also a... June 1, 2006 Focus On Wealth Management: Missouri MO$T Information On January 5, 2006, Missouri Treasurer Sarah Steelman announced the change of the Missouri MO$T 529 Plan’s program manager from TIAA-CREF to Upromise Investments, Inc. On June 6, 2006 the transition from TIAA-CREF to Upromise Investments, Inc. was...
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Visit the Resource Center to access past issues of Horizons Magazine as well as a variety of other articles and topics of interest. |
