Management & Tax Concepts
Showing 209–224 of 266 results
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The best defense – Taking the initiative to protect your assets
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 677
Abstract: Creditors and potential litigants can present a serious threat to personal assets, so it’s important to take the initiative to protect assets from such future claims. This article looks at a number of ways to accomplish this, such as gifts, property title transfers, trusts, retirement plans, family limited partnerships and limited liability companies.
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3 business financing alternatives to consider
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 428
Abstract: Banks are showings no signs of backing down from their strict provisions and are taking more time than ever to approve loans. But this article looks at three options to consider: microfinancing, Small Business Administration loans and angel investors.
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Is it time for a check-up? A business valuation can serve many purposes
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 945
Abstract: A valuation can serve many purposes that every business owner should consider. This article shows how a valuation can help a business strategize for the future, play a key role in the creation and maintenance of a buy-sell agreement, and prepare for a business transfer. A sidebar describes the meanings of four terms that a business owner may hear or see when interacting with an appraiser.
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New tax law expands, extends multiple provisions
Winter 2011
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 434
Abstract: It was a long time coming but, on Dec. 17, the president signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. This article looks at some of the highlights as they pertain to estate planning and to individuals and business owners.
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To cope with a calamity – Deducting casualty and theft losses
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 446
Abstract: Although calamities like theft and natural disasters are certainly no fun, victims can get at least some payback from a tax perspective. That is, in qualifying instances, they may be able to deduct a casualty (disaster) or theft loss on their federal income tax return. This article discusses what losses qualify and how to claim them.
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Long-term care policies offer security … for a price
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 700
Abstract: Medicare and standard health insurance can protect individuals from home-care, nursing-home or other care-related costs while recovering from surgery, an injury, an illness or another health issue. But they don’t cover such care long-term. Those who worry about how they’d afford care beyond those limits without depleting their estate might want to look into long-term care insurance. This article looks at the different kinds of policies, their tax treatment, and why it’s important to become familiar with their terms, conditions and features.
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4 ways to get — and keep — your business data in order
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 439
Abstract: For business owners, it may seem like this is the hyperinformation age. With so much data flying around, it’s easy for something to fall through the cracks — something that could come back later to haunt management. This article offers four ways to get — and keep — business data in order: administrative simplification, a data storage policy, cloud computing and an e-mail retention policy.
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Driving down the 199 – Manufacturers’ deduction could lead to a tax-saving destination
Fall 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 842
Abstract: Businesses that are involved in “qualified production activities” and looking for a smart route to potentially lowering their 2010 tax bill may want to look into the Section 199 deduction — popularly known as “the manufacturers’ deduction.” It’s available to more than just manufacturers, and this article looks at what it has to offer and the steps that qualifying businesses must take to claim it. A sidebar discusses whether, in light of scheduled tax rate increases, it’s a good idea to defer income.
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What’s become of estate planning?
Summer 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 458
Abstract: While Congress has passed some major legislation in 2010, as of this writing it hasn’t passed estate tax legislation. So the 2010 estate and generation-skipping transfer (GST) tax repeal still stands. And both taxes are still scheduled to return in 2011 — at their pre–tax-cuts level of 55% and with exemptions significantly smaller than in 2009. This uncertainty creates tax hazards for some estate plans, and could even cause some people to unintentionally disinherit their spouse. So it’s important to check with one’s financial advisor for the latest developments.
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Postnups offer couples a smoother road in a fragile economy
Summer 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 445
Abstract: When people see the words “nuptial” and “agreement” used together, they may immediately think of prenuptial agreements — or “prenups.” But many couples may benefit from a postnuptial agreement. Even in states where postnups aren’t legally recognized, couples can still create informal agreements for the purpose of clarifying their respective wishes and responsibilities. Postnups aren’t without risks, but they can help couples avoid protracted and expensive divorce proceedings.
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Making the case for a telecommuting option
Summer 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 658
Abstract: Telecommuting is becoming increasingly popular, but some are still hesitant to undertake this step. There are some risks involved, but the potential benefits include reduced overhead costs, increased productivity, and lower hiring and retention costs. As the technology involved becomes more pervasive and less expensive, this option is one every company should at least consider for certain positions.
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Wrestle back control of your inventory – 3 ways to get off the mat
Summer 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 939
Abstract: With an improving economy, it may be a good time for companies to wrestle back control of inventory. This will involve ensuring accurate inventory counts, using the best technology, and — if necessary — disposing of unwanted inventory in the most tax-efficient manner possible. A sidebar to this article discusses LIFO and FIFO, the two primary inventory accounting methods.
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Intrafamily loans: Know what you’re getting into
Spring 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 434
Abstract: When money is tight, and particularly when job losses affect an extended family, the prospect of an intrafamily loan often comes up. But, if not conducted carefully, these arrangements can lead to awkwardness, if not outright conflicts. There may also be tax implications. So, one needs to ask: Is this really a loan, or would it be better to regard it as a gift? And what indicators does the IRS use in determining whether it qualifies as a loan for tax purposes?
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Buying vs. leasing – The choice isn’t always clear
Spring 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 614
Abstract: In trying to determine whether to buy or lease, there are many tax, financial and practical issues to consider. The decision also depends in part on the type of asset: Two prime concerns for business owners are office space and equipment. This article discusses the pros and cons of buying vs. leasing in regard to both of these.
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3 simple steps to better personal credit management
Spring 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 442
Abstract: The rough economy and its slow recovery have had marked effects on many people’s personal finances. Many Americans have been leaning harder on their credit cards, but this puts them at greater risk for not only overextending that credit, but also falling victim to fraud as their account numbers go into wider circulation. And, for business owners, the risk is even greater. Lenders are increasingly looking into a company owner’s personal credit history, including personal guarantees. The good news is that everyone — business owner or otherwise — can create a relatively simple credit management plan by following three important steps.
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Are you getting paid? Managing collections in an uncertain economy
Spring 2010
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 946
Abstract: The economic uncertainties facing many businesses today have put them in an odd position. Should they push customers harder for payments? Or go easy on them to avoid risking the loss of their business? It’s a tricky balance — but, the better a business knows its own collection rate and the more it refines its collection practices, the greater its odds for success. This article offers tips for calculating a collection rate, reassessing payment terms, and creating a collection plan. A sidebar reveals that many companies are turning to credit monitoring services not only to help prevent identity theft, but also to keep a closer eye on customers and vendors.