Online
Resource
Library
Planning Ahead
- I noticed a provision in my will that divides my estate 'per stirpes?'
- Can I use 529 college saving plans as an estate planning tool to fund the education of my grandchildren?
- What assets pass outside of my will?
- When do I need to worry about the generation skipping tax?
- What will happen to my estate if I die without a will?
- Why is it important to avoid probate?
- How can I avoid my children fighting over personal items such as my jewelry and artwork?
Trusts
- What are the advantages of a revocable living trust?
- Can I set up a trust so my heirs use the proceeds from a life insurance policy to pay estate taxes?
- Should taxes be the main reason to create a trust?
- Can I use a qualified personal residence trust for a vacation home?
- What kind of trust can we set up to take care of our special needs child?
More Information
Estate Planning: Take this Important Step NOW
Many people have put estate planning on the back burner because the 2012 federal estate tax exemption is $5.12 million. But there's a critical estate planning step you should take now. This article provides an action plan, along with two horror stories of heirs who wound up fighting unsuccessful court battles because their fathers didn't take the important step.
More
Business owners must take precautions to ensure their interests are protected. One estate planning tool to help achieve this goal is a buy-sell agreement. Here is a list of 22 questions to ask when drafting this important legal document.
More
Schedule a Strategic ROI Review
Know that your marketing dollars are being prudently and productively spent. We have multiple solutions to help you demonstrate true Return On Marketing Investment (ROMI). Ready to see exactly how BizActions can help you build your business one impression at a time? Schedule a strategic meeting where we will demonstrate your expected return on marketing investment by implementing the BizActions suite of dynamic and integrated e-marketing solutions for CPA firms.
E-Marketing Solutions for CPA Firms
CPA Newsletters We Include Content Special Niche Content
Sample CPA Newsletters Client Testimonials Get a Free Custom Sample
The information in this Estate Planning Guide is for general guidance only, and does not constitute legal advice, tax advice, accounting services, investment advice, or professional consulting. The information should not and may not be used as a substitute for consultation with legal, tax, accounting or other competent advisers. Before making decisions or taking actions, consult an attorney or professional adviser who has been provided with all pertinent facts relevant in your particular situation. Estate planning articles in this Guide are not intended to be used, and cannot be used, for the purpose of avoiding accuracy-related penalties that may be imposed on a taxpayer.
Online Resource Library - BizActions | Potomac, MD | All Rights Reserved.
Why Do Accounting Firms Use BizActions?
CPA firms require a consistent and reliable stream of new business to sustain and grow revenues. Our strategic solutions for client communications and lead generation, including our proprietary CPA email newsletters, are proven and effective because they work together toward the same goal. For over ten years, BizActions has been helping CPA firms just like yours dispense valuable information, including tax and legislative updates, generate and identify new leads, enhance your brand, improve your visibility and extend your reach, retain clients and establish long-term relationships, measure your effectiveness and return on marketing investment and grow your business. We specialize in CPA email newsletters and accounting firm marketing and have multiple solutions for Lead Generation, e-Newsletter and Email Communications, Client Retention, Business Growth, Cross-Selling, and Accounting e-Marketing. Schedule a complimentary strategic review of your return on marketing investment and let BizActions help you build your business one impression at a time.
BizActions is proud to be the largest provider of digital newsletters for CPA and professional service firms in the country. We deliver professionally-written and custom branded CPA e-newsletters to millions of recipients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.