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Monthly Archives: May 2014

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  2. 2014
  3. May

Gifting to Graduates and Newlyweds

Blog, TaxBy Henssler FinancialMay 30, 2014

‘Tis the season for gifting! And you thought it was just at Christmas. With weekends packed with graduation parties and weddings, there are plenty of opportunities to trigger the gift tax.

Unplanned Business Liquidations

Blog, Business Owner/Self EmployedBy Henssler FinancialMay 30, 2014

Generally, liquidation is a worst-case scenario for any business. You may lose more than your hard assets. Read why in this Business Tip.

Life Insurance and Terminal Illness

Blog, InsuranceBy Henssler FinancialMay 29, 2014

For the terminally ill, life insurance is a valuable resource. We explore some ways life insurance policies can be used. Read more in this Insurance Tip.

President Proposes Reinstating Gift Limits

Blog, TaxBy Henssler FinancialMay 28, 2014

If you plan to gift your estate, you may want to pay attention to the proposed changes in gift tax laws. Learn more in this Tax Tip.

Financial Choices: College, Retirement, or Both?

Blog, Education Planning, Personal Finance, RetirementBy Henssler FinancialMay 27, 2014

It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.

Cyber Liability Must Have for Businesses

Blog, InsuranceBy Henssler FinancialMay 23, 2014

Even with the most sophisticated data management plan in place, every business is a target for security breaches

Forecasting Business Revenue

Blog, Business Owner/Self EmployedBy Henssler FinancialMay 23, 2014

Forecasting business revenue calls for a combination of statistical analysis together with sound judgment. Read more in this Business Tip.

Private Insurance Exchange

Blog, InsuranceBy Henssler FinancialMay 22, 2014

Private health care exchanges are growing in number and popularity for both individual consumers and businesses. Learn more in this Insurance Tip.

Read This before Tossing Old Tax Records

Blog, TaxBy Henssler FinancialMay 21, 2014

When cleaning out your tax records, be careful not to toss records needed to substantiate the basis of capital assets. Learn more in this Tax Tip.

Get a Big Refund this Year?

Blog, TaxBy Henssler FinancialMay 21, 2014

What’s wrong with a tax refund? You’re only getting your own money after making an interest-free loan to Uncle Sam. We explain in this Tax Tip.

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