Presentations (13)
Market and Economic Outlook January 2016 Tax Information Find these topics of interest at CLAconnect.com/tax: • Key Individual and Business Tax Rates for the 2016 Tax Year • New Congressional Spending Bill Affects Individuals and Businesses • Like-Kind Exchange Tax Incentive Requires Attention to Detail Stocks Swoon, Interest Rates Rise, Energy Prices Fall, and Ag...
claconnect.com/nonprofit IRS Foreign Reporting Requirements for Nonprofit Organizations Global reach and offshore investment are exposing more nonprofits to a potential compliance risk. Many IRS foreign reporting requirements were originally intended to curb offshore tax avoidance by U.S. residents and multinational companies, but they are increasingly being felt by nonprofit organizations. The...
MARKET AND ECONOMIC OUTLOOK October 2015 Volatile Markets, Healthy Banks, and a Strong U.S. Economy Tax Information Find these topics of interest at CLAconnect.com/tax: • Estate Planning Comes Down to Tax Risk Versus Reward • Grantor Trusts: Tax and Estate Planning with GRATs and IDGTs • Life Insurance: A Retirement Strategy With Tax Savings for High Earners We...
CLAconnect.com/nonprofit 10 Nonprofit Tax Issues to Address Before an IRS Audit Knowing what examiners look for can help your organization prepare. While the percentage of nonprofit tax returns examined by the IRS has slipped back to pre-2010 levels, it remains higher than the rates for small corporations and individuals. The frequency is still high enough that it strikes fear into the hearts of...
Wealth Management Guide Reach your goals This guide is designed for individuals, families, executives, business owners, and retirees looking for financial guidance. We compiled our wealth advisory articles to make it easy for you to gain insights on a variety of related topics, including retirement, investing for the long term, life insurance, estate and gift planning, business transitions, risk...
Private Investments: Potential Rewards for Individuals and Institutions Quick links Private investments defined Private equity and private real assets Partnership interests Committed capital, called capital, and distributions Return expectations Increased diversification Tax Information Find these topics of interest at CLAconnect.com/tax: • Life Insurance: A Retirement Strategy With...
Strategic Relationships in the Nonprofit Senior Living Field When One Plus One Is Much More Part One Today senior living organizations are more willing to think about affiliation as a strategy for growth, rather than a rescue. Organizations considering a strategic relationship must determine whether joining together will sustain, strengthen, and potentially expand their missions. Deciding whether...
Fair Value in Federal Credit April 2015 Revised April 2015 Fair Value in Federal Credit Table of Contents EXECUTIVE SUMMARY .............................................................................................................................................................1 HOW ARE FEDERAL CREDIT PROGRAM COSTS CURRENTLY DETERMINED?...
MARKET AND ECONOMIC OUTLOOK April 2015 Confident Consumers and Manufacturers; Markets Should Expect the Unexpected Tax Information Find these topics of interest at CLAconnect.com/tax: • Life Insurance: A Retirement Strategy With Tax Savings for High Earners • Make Use of the Gift Tax Exemption With Spousal Access Trusts • You’ve Been Asked to be the...
CLAconnect.com/seniorliving 30th Edition Skilled Nursing Facility Cost Comparison Based on 2014 data 30th Edition: Skilled Nursing Facility Cost Comparison Table of Contents TABLE OF CONTENTS...................................................................................................................................................... 2 30th Edition...
MARKET AND ECONOMIC OUTLOOK January 2015 Cheap Oil, Booming Auto Sales, Volatility, and Why Diversification Matters Tax Information Find these topics of interest at CLAconnect.com/tax: • Plan Ahead: Key Information for 2015 Tax Year • Tax-Smart Tips for Handling your IRA and Estate Plan • New Legislation Extends Tax Provisions for Businesses and Individuals Few...
MARKET AND ECONOMIC OUTLOOK October 2014 Construction Adds Fuel to U.S. Economic Growth Tax Information Find these topics of interest at CLAconnect.com/tax: • Life Insurance: A Retirement Strategy With Tax Savings for High Earners • Don’t Miss the Potential Tax Savings on Property Improvements • IRS Streamlines Offshore Voluntary Disclosure Program Despite...
