Management & Tax Concepts

Showing 225–240 of 266 results

  • Have you considered a reverse mortgage? It can do more than just fund medical expenses

    Winter 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Although many associate reverse mortgage arrangements with someone looking to fund an influx of unexpected medical costs, they can do more than just that. Many higher-net-worth individuals are using these arrangements to supplement their retirement income, allowing them to take trips or buy recreational vehicles. Some are taking out reverse mortgages to fund the purchase of a vacation home, or to make annual exclusion gifts or 529 college savings plan contributions. But there are risks, as well, so it’s important to get professional advice.

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  • Accidents happen: Consider long-term disability coverage

    Winter 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 423

    Abstract: A disabling accident or illness can happen to anyone at any time — and the more severe, the greater the potential drain on an individual’s or family’s budget. For this reason, everyone should at least consider long-term disability insurance. Employer coverage is likely only short-term and, even if it’s for a longer period, may not offer adequate coverage. Buying one’s own long-term disability coverage isn’t inexpensive, but does offer certain advantages. There are, however, certain things to consider, such as how the insurer defines “disability” and whether to buy “own occupation” vs. “any occupation” coverage.

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  • 6 key components of a business budget

    Winter 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 408

    Abstract: Many owners of small to midsize businesses don’t create a budget or don’t update the one they have, typically because they’re too busy or simply not focused on sticking to a budget. But keeping a budget is important not only for planning purposes, but because banks have been setting up loan covenants with an increased emphasis on budgeting. There are six key components that should be part of a budget, including line-item details for allocating funds and a regular monitoring of performance against expectations.

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  • Disaster recovery planning – Making sure your company is ready for anything

    Winter 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 868

    Abstract: Every year there are at least a few examples in the news of how a single natural disaster can adversely affect — sometimes even destroy — a business. And many disasters, both natural and manmade, have detrimental consequences not fully realized until many months later. This is why it’s so important that a company put together a comprehensive plan to keep its people safe, its information preserved and its operational capacity maintained. This article shows how disaster planning, storage technology and the proper insurance are important components in a disaster recovery plan. A sidebar briefly looks at the kinds of disasters waiting to happen.

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  • 3 savvy year end tax planning moves for businesses

    Fall 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 514

    Abstract: Given the state of the economy over the past year, tax planning is more important than ever. But one can employ three savvy year end moves: timing income and deductions for best results; deferring tax on advance payments; and increasing one’s tax basis in company stock.

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  • Handle life insurance with care to protect proceeds from taxes

    Fall 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 647

    Abstract: Life insurance can help achieve a variety of estate planning and business planning goals. Unfortunately, keeping life insurance proceeds free of income and estate taxes can get complicated. But there are ways, such as having an irrevocable life insurance trust (ILIT) own a life insurance policy; creating the right buy-sell agreement; and avoiding “for value” transfers.

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  • Solo 401(k)s offer singular advantages

    Fall 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 524

    Abstract: For self-employed individuals and owners of certain small businesses, several retirement plan options are available. One option that offers a number of singular advantages is the Solo 401(k). Among the advantages are high contribution limits, availability of plan loans, and flexibility in regard to contributions and the types of investments one may choose.

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  • Do you know what your competitors are up to? There are many ways of finding out …

    Fall 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 860

    Abstract: Knowledge is power. The more a company knows about its competitors, the better it will be able to anticipate their moves as well as create its own countermoves and proactive measures. This article describes a number of perfectly legitimate ways to gather competitive intelligence. And, as a sidebar explains, one such way is to hire competitors’ employees, providing one is careful to observe noncompete agreements or other legal constraints.

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  • The 411 on enhanced charitable contribution deductions

    Summer 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 363

    Abstract: Under previous law, the charitable contribution deduction was limited to cost. But, through Dec. 31, 2009, businesses contributing food, computer equipment and books to qualifying organizations can receive a deduction of up to twice the cost or basis of an item, if the value is higher than cost. This offers some companies a great opportunity to reduce their tax burden.

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  • 2 expanded business tax breaks deserve your attention

    Summer 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 671

    Abstract: Two valuable tax breaks were expanded earlier this year that can provide many businesses with substantial benefits if they act soon. The American Recovery and Reinvestment Act of 2009 (ARRA) extended the 50% bonus depreciation through 2009, making it more affordable for businesses to invest in asset purchases this year. The act also expanded the net operating loss (NOL) carryback period for smaller businesses with 2008 NOLs, potentially providing them with a much needed cash infusion this year.

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  • Risk management: How to use ERM to plan for the worst

    Summer 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 630

    Abstract: Enterprise Risk Management (ERM) hasn’t saved every company in these difficult times, but it remains the most viable solution to the numerous and varied risks that companies face during this era of financial uncertainty, globalization and technological change. There are some best practices you can follow in building sound, companywide risk protection. They involve assessing risks, developing a plan, and bringing ERM into the company culture.

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  • Attract and retain top talent – Offering deferred compensation plans can keep ’em happy

    Summer 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 505

    Abstract: Even in these times, attracting and retaining top executive talent is crucial. An appealing compensation package may be just the ticket, and deferred compensation can be an important part of that package. In considering compensation, companies have two options: qualified deferred compensation (QDC) plans or nonqualified deferred compensation (NQDC) plans. Both can benefit your top employees; the major difference between the plans is how they affect your business. In particular, companies must pay attention to Section 409A compliance rules.

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  • Ready to convert? To a Roth IRA, that is

    Summer 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 843

    Abstract: Even if converting your traditional IRA to a Roth IRA isn’t an option for you today, it will be next year. That’s because starting in 2010 the income and marital status restrictions that might otherwise restrict your ability to make that conversion will no longer apply. But it’s not for everyone. This article discusses the pros and cons, while a sidebar looks at the advantage of contributing to a charity directly from your IRA.

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  • Kiddie tax strategies for adults

    Spring 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 418

    Abstract: In an effort to close a popular loophole, Congress has been expanding the age of offspring subject to the kiddie tax. In the latest adjustment, which began with the 2008 tax year, the kiddie tax was expanded to include dependents under age 19 and full-time students under age 24. The net effect is that many more families could be affected by this tax. If you’ve previously transferred considerable wealth to your children under the old kiddie tax rules, this article explains why you need to re-evaluate those investments and how they fit into your overall tax and education planning strategy.

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  • Helping hands: An outside advisory board can be just what your closely held business needs

    Spring 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 559

    Abstract: Whether you have plans to launch a new business, your existing business is facing new challenges, or you just want a team of professionals on hand to offer objective advice, creating an outside advisory board can help. This article explains why you might want to create an advisory board and how to build it from the ground up.

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  • 5 strategies for preserving your nest egg in taxing times

    Spring 2009
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1003

    Abstract: The risks faced by future retirees have increased, as shrinking investments and reductions in home value have joined health issues and the possibility of outliving one’s assets on the list of retirement concerns. Fortunately, there are a number of time-honored strategies that can help protect your future. This article offers five that you can put into action now. A sidebar discusses a new tax law that will help seniors keep funds in their retirement plans.

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