Tag: S
Securities Gift
Gifts of real estate or securities held long term are deductible for federal income tax purposes at the full fair market value with no capital gain on the appreciation. However, the appreciation is a tax preference item and proper counsel … Read more
Secondary Solicitor (Plan)
Involved with qualification or cultivation activities but not necessarily part of the solicitation. Researchers can serve as secondary solicitors on prospects they have discovered and assigned.
Secondary Plan Solicitor
Involved with cultivation activities but not necessarily part of the solicitation.
Secondary Plan Manager
Assists in plan and directly involved in plan. May complete steps if his/her name is listed as the step owner. A secondary plan manager is located on the prospect plan. The secondary manager is an additional manger for the plan … Read more
Secondary Manager (Plan)
Assists in plan and directly involved in plan. May complete steps if his/her name is listed as the step owner.
Salutation
A word or phrase serving as the prefatory greeting in a letter or speech, as Dear Sir in a letter or Ladies and Gentlemen in a speech.