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Home / Archive by category "Advanced Markets" (Page 7)

Browsing the "Advanced Markets" Category

Buy-Sell Agreements: The Importance Of Transition Planning


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 20 Apr 2021   Posted by Tom Virkler

The 24-year old actor James Dean was the iconic Rebel Without a Cause, the image of teenage angst, who already had three blockbuster movies under his belt before a misplaced 1950 Ford Tudor blocked the intersection on US Route 466 that would serve as a premature end to the meteoric rise of the young...

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Super-Roth-Likeness: Does it Walk Like a Duck?


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 13 Apr 2021   Posted by Tom Virkler

Comedian Steven Wright tells of the time a burglar broke into his apartment while he was asleep, stole everything, and replaced it all with exact replicas.  Later his best friend walked in, looked at Steve and said, “Do I know you?” Americans have never been averse to imitations when the original...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


Charity Begins At Home, Not At The Carrier


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 19 Jan 2021   Posted by Tom Virkler

Director Francis Ford Coppola leaves us with a cold and calculating Michael Corleone looking out the windows of his lake house over the water that would prove to be the River Styx for his brother.  What is to be a day of relaxation and fishing for Fredo will end in the fulfillment of Michael’s directive...

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Win The Lottery – Deduct More!


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 08 Dec 2020   Posted by Tom Virkler

My Mother didn’t tolerate gambling in any form. I couldn’t even play marbles for keeps. If someone solicited her for a lottery ticket, she simply donated the money to the cause.  Her conviction still resonates in my life choices. Her influence was strongly tested when I found myself in the Florida...

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Life Exemption Pitfalls


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 01 Dec 2020   Posted by Tom Virkler

In July 1941 the Chicago White Sox rolled into Fenway Park to face the rival Red Sox and their hitting phenom known as The Kid, Ted Williams, the 23-year-old who had batted .327 and .344 in his first two years in the Bigs.  Foremost in the mind of Chicago manager Jimmy Dykes was how to contain the “Splendid...

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Estate & Gift Tax Exemptions – Will The Barn Door Close?


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 24 Nov 2020   Posted by Tom Virkler

The results of the 2020 election may determine the focus of your marketing among your wealthy (and possibly less wealthy) clientele.  Among the tax proposals that have been put forth in the Biden/Harris plan is a change in the federal gift and estate tax that could greatly expand the number of folks...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


Sweat Equity On The Come


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 17 Nov 2020   Posted by Tom Virkler

The best subtitle for this article would probably be, “New Horizons in Financial Underwriting!”  But first, let’s take a short break to capture a parent-child moment in a typical American home: Father: “Son, I want you to be good at school today.” Son: “I’ll be good if you give me five...

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Is Insurance In A Qualified Plan Beneficial?


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 01 Sep 2020   Posted by Tom Virkler

Whenever life insurance is proposed the first two client-questions that inevitably follow are:  first, how much will it cost and then, are the premiums deductible (especially if the client is a business-person).  Let’s deal with the second. In a business situation life insurance premiums are never...

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An Open Door to Every Business Prospect


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 18 Aug 2020   Posted by Tom Virkler

How much is a life insurance policy worth when the insured passes away?  Easy question, right? Just look at the amount of the death benefit on the contract.  Most think that, because the proceeds are received income tax-free, what you see is what you get.  If the policy says $100,000, then the beneficiary...

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Death Is More Taxing After 2025


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 17 Mar 2020   Posted by Tom Virkler

Much is made of how few taxpayers will pay federal estate taxes since the lifetime exemption was increased by the Tax Cut and Jobs Act of 2017. But there may be more prospects than you think.  In any case, here is all you need to know to get the ball rolling in a discussion with any client: Each...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


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