Foreign Bank Accounts And Gifts To The Federal Government
Today we talk about common problems people run into with Foreign Bank Accounts, Trusts or Foreign Pension Plans. Also how, if you so desire, can make a charitable gift to the U.S. Federal Government. For questions regarding these or other tax issues you may have please contact me at 510-797-8661
Estate Planning for Highly Appreciated Stocks
Estate Planning for Highly Appreciated Stocks Despite the market reversals of 2000-2001, large unrealized gains still reside in many longheld stock portfolios built up during the record 1982-1999 expansion. How do such assets fit into an estate plan? Advantages over estate transfers Many estate plans include a program of regular gifts. From a tax perspective,…
Republicans Looking to Cut Back on IRS Budget Even More
Republicans Looking to Cut Back on IRS Budget Even More The IRS is no one’s favorite agency; however, when it comes to political parties the democrats are definitely friendlier with the IRS than the republicans. Things have been on a steady decline between the IRS and republicans ever since it was discovered that the IRS…
Getting More from Your Banker
Getting More from Your Banker Negotiating Techniques that Keep Funds Flowing Steve Singer, CPA by Steven Singer financing, CPA We frequently receive phone calls from clients that are unhappy with their banking relationships. We also hear from your bankers who want to keep their clients’ business but are not able to obtain the information necessary…
The Best Leadership Style
The Best Leadership Style Recently I took part in an interview with leadership guru Ken Blanchard. Ken was just finishing up his book, Fit at Last, in which he shares how after years of failing to meet his personal fitness goals he was finally able to succeed by applying situational leadership to his fitness routine.…