SilverLink - Winter 2008 - (Page 3) Winter 2008 Table of Contents Don’t Be Fuelish Other Medical Services 4% 23 eMPloyee Benefits Prescription Drugs 14% Hospital Services 30% Medical Trend Stopping the Upward Spiral 25 Countdown to Compliance Extension of Section 409A 27 Outpatient Services 16% Physician Services 36% Private client services Buy & Sell Agreements New Filing Requirements 29 Flood Insurance Truth or Myth? 5. GIFT 4. GRAT 30 1. GRANTORS 6. ANNUITY INCOME 7. Pushing Wealth to the Next Generation REMAINDER A Strategy to Avoid Gift Taxes To ILIT 31 3. LOAN PREMIUM 2. ILIT client sPotlight 8. LOAN Travel and Transport REPAYMENT Making customers our number one focus 33 internal haPPenings SilverStone Group Standing Out From the Rest 35 Giving Back Since 1945 37 Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A registered Broker/Dealer and Investment Advisor Member FINRA/SIPC. SilverStone Group is independently owned and operated. This material is not intended to present an opinion on legal or tax matters. Please consult with your attorney or tax advisor, as applicable.
Table of Contents Feed for the Digital Edition of SilverLink - Winter 2008 SilverLink - Winter 2008 Contents Risk Management: Where in the World is Human Resource Consulting? Workers’ Compensation Rate Declines Insurance Certificates Haute Retirement It All Began with a Cup of Coffee Playing Fair in the Housing Market Captives 101 Proceed with Caution Fore! (Or is it Pull? or Giddyup?) Don’t Be Fuelish Employee Benefits: Medical Trend Countdown to Compliance Private Client Services: Buy & Sell Agreements Flood Insurance Pushing Wealth to the Next Generation Client Spotlight: Travel and Transport Internal Happenings: SilverStone Group Giving Back Since 1945 SilverLink - Winter 2008 SilverLink - Winter 2008 - SilverLink - Winter 2008 (Page Cover1) SilverLink - Winter 2008 - Contents (Page 1) SilverLink - Winter 2008 - Contents (Page 2) SilverLink - Winter 2008 - Contents (Page 3) SilverLink - Winter 2008 - Risk Management: Where in the World is Human Resource Consulting? (Page 4) SilverLink - Winter 2008 - Workers’ Compensation Rate Declines (Page 5) SilverLink - Winter 2008 - Workers’ Compensation Rate Declines (Page 6) SilverLink - Winter 2008 - Insurance Certificates (Page 7) SilverLink - Winter 2008 - Insurance Certificates (Page 8) SilverLink - Winter 2008 - Haute Retirement (Page 9) SilverLink - Winter 2008 - Haute Retirement (Page 10) SilverLink - Winter 2008 - It All Began with a Cup of Coffee (Page 11) SilverLink - Winter 2008 - It All Began with a Cup of Coffee (Page 12) SilverLink - Winter 2008 - It All Began with a Cup of Coffee (Page 13) SilverLink - Winter 2008 - Playing Fair in the Housing Market (Page 14) SilverLink - Winter 2008 - Playing Fair in the Housing Market (Page 15) SilverLink - Winter 2008 - Playing Fair in the Housing Market (Page 16) SilverLink - Winter 2008 - Captives 101 (Page 17) SilverLink - Winter 2008 - Captives 101 (Page 18) SilverLink - Winter 2008 - Proceed with Caution (Page 19) SilverLink - Winter 2008 - Proceed with Caution (Page 20) SilverLink - Winter 2008 - Fore! (Or is it Pull? or Giddyup?) (Page 21) SilverLink - Winter 2008 - Fore! (Or is it Pull? or Giddyup?) (Page 22) SilverLink - Winter 2008 - Don’t Be Fuelish (Page 23) SilverLink - Winter 2008 - Don’t Be Fuelish (Page 24) SilverLink - Winter 2008 - Employee Benefits: Medical Trend (Page 25) SilverLink - Winter 2008 - Employee Benefits: Medical Trend (Page 26) SilverLink - Winter 2008 - Countdown to Compliance (Page 27) SilverLink - Winter 2008 - Countdown to Compliance (Page 28) SilverLink - Winter 2008 - Private Client Services: Buy & Sell Agreements (Page 29) SilverLink - Winter 2008 - Flood Insurance (Page 30) SilverLink - Winter 2008 - Pushing Wealth to the Next Generation (Page 31) SilverLink - Winter 2008 - Pushing Wealth to the Next Generation (Page 32) SilverLink - Winter 2008 - Client Spotlight: Travel and Transport (Page 33) SilverLink - Winter 2008 - Client Spotlight: Travel and Transport (Page 34) SilverLink - Winter 2008 - Internal Happenings: SilverStone Group (Page 35) SilverLink - Winter 2008 - Internal Happenings: SilverStone Group (Page 36) SilverLink - Winter 2008 - Giving Back Since 1945 (Page 37) SilverLink - Winter 2008 - Giving Back Since 1945 (Page 38) SilverLink - Winter 2008 - Giving Back Since 1945 (Page Cover4)
For optimal viewing of this digital publication, please enable JavaScript and then refresh the page. If you would like to try to load the digital publication without using Flash Player detection, please click here.