Archive | June, 2015

Charitable Giving Opportunities for Affluent Investors

Key Points Donor-Advised Funds — Offer Convenience and Flexibility Family Foundations — Building a Legacy, Reaping Tax Benefits Private Foundations vs. Supporting Organizations Balance Giving Goals and Financial Planning Family Foundations: Structures Differ, So Do Advantages Points to Remember Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, […]

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Midcap Funds: Why They May Be the “Just Right” Investment for You

Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more fully diversify their stock investments, midcap stocks may be a sound choice. Midcap stocks are stocks of those companies with market capitalization (stock price times number of shares outstanding) of between […]

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Washington Hotline – June 16 2015

WASHINGTON NEWS Identity Fraud Security Summit On June 11th IRS Commissioner John Koskinen announced a new partnership between federal, state and private companies to fight stolen identity refund fraud (SIRF). Koskinen noted, “This agreement represents a new era of cooperation and collaboration among the IRS, states and the electronic tax industry that will help combat […]

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Social Security Tips for June

To get your social security information create your own account.  www.socialsecurity.gov/myaccount   ____________________________________________________________________   A new online service is now available for replacement Medicare Cards. Medicare beneficiaries can access their online my Social Security account and select the “Replacement Documents” tab. Then select “Mail my replacement Medicare card”. After selecting that, a card will arrive in […]

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Washington Hotline – June 9 2015

WASHINGTON NEWS Safeguarding Tax Records during Hurricane Season On June 1, the IRS published IR-2015-83 and offered tips on safeguarding your financial and tax records. While the focus of the IRS letter was on the hurricane season, these helpful tips apply to other potential natural disasters such as tornadoes, earthquakes, fires or floods. 1. Duplicate […]

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