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Showing 1–16 of 233 results
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Recent IRS regulations simplify Roth IRA rollovers
April / May 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 417
Abstract: Roth IRAs are a popular choice for many individuals wanting to enjoy tax-free growth and distributions of their retirement savings. And thanks to final regulations recently released by the IRS, it’s now easier and more efficient to transfer after-tax funds from designated Roth accounts to Roth IRAs or other designated Roth accounts. This article highlights how Roth account distributions were previously taxed and what eliminating the separate distribution rule means for individuals.
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The benefits of donating appreciated stock
April / May 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 567
Abstract: Making charitable donations is a high priority for many individuals and families. Doing so enables them to financially support charitable organizations and causes they believe in and may lower their income taxes. This article discusses the benefits of donating publicly traded stocks or securities.
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Do you know the secret to a strong cash flow?
April / May 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 705
Abstract: Effectively managing cash inflows and outflows doesn’t happen without strong intent and conscious planning. This article looks at the most important considerations for creating and maintaining strong cash flow, including the sales and disbursements cycles, and accounting and financial statement considerations.
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Net operating losses – Losing money might have a silver lining
April / May 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 763
Abstract: If a business’s tax-deductible expenses exceed its taxable income in a given year, this results in a net operating loss (NOL). While no business wants to lose money, with proper planning the company might be able to use NOLs to reduce its tax liability. This article discusses the complex rules — and simple concept — behind this tax strategy, as well as the decision to carry NOLs back or forward. A sidebar offers examples of how NOLs can save taxes.
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Beware of the “kiddie tax” trap
February / March 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 428
Abstract: Making gifts to children and grandchildren is a strategy sometimes used to reduce taxes. Doing so may shift a person’s income into a lower tax bracket and remove assets from his or her taxable estate. But those who employ this strategy should beware of a hidden tax sometimes called the “kiddie tax.” This article explains the tax and offers strategies to stay clear of it.
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Business planning – It’s time to get moving on your 2017 goals
February / March 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 578
Abstract: The start of a new year is a great time for management teams to analyze how their companies performed in the previous year, relative to the goals and objectives set forth in their business plans. Based on this analysis, they can then set new goals and objectives. This article focuses on examining key performance indicators and setting objectives.
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Paying for LTC insurance with your life insurance policy
February / March 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: At least 70% of people over the age of 65 will require some level of long-term care service, and that care can be very expensive. Long-term care insurance can be an effective way to protect a nest egg against this expense. This article explains the IRS rule about a partial or full exchange of a life insurance policy for a long-term care policy and the tax benefits.
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Cash vs. accrual accounting: Different ways to count your beans
February / March 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 864
Abstract: There are two accounting methods used by businesses to keep track of income and expenses — cash-basis accounting and accrual-basis accounting — and it’s critical to understand the differences between the two. This article contrasts the two methods and explains how the timing of company income and expenses factors in. A sidebar discusses congressional proposals to limit the use of cash-basis accounting.
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Practical Perspectives: Key financial issues for you and your family – Retirees consider a qualified conservation contribution
Year End 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 455
Abstract: This issue’s “Practical Perspectives” introduces Edward and Virginia, recent retirees who maintain a vacation home in a densely wooded area abundant with wildlife. They contacted their CPA to ask about donating part of the land to charity to help teach younger generations about preserving nature and living sustainably. Their CPA explained that, indeed, owners of real property may be able to make a “qualified conservation contribution” for precisely that purpose.
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Moneylines: News briefs for businesses
Year End 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 289
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a warning of the rising risk of tax-related identity theft striking businesses, 2) survey results indicating that many small businesses are operating with dangerously low cash reserves, and 3) the increasing popularity of commercial unmanned aerial vehicles (popularly known as “drones”) and the existence of evolving FAA regulations.
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Overseas account holders may have to face FATCA
Year End 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 685
Abstract: Anyone who holds bank or other financial accounts outside of the United States should stay apprised of his or her tax-reporting responsibilities under the Foreign Account Tax Compliance Act (FATCA). This article explains which types of assets fall under FATCA; who may not have to report; and how severe the penalties are under the law.
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IRS tax audits – What every business owner should know
Year End 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1066
Abstract: An IRS audit may not seem quite as big of a business risk as a natural disaster or an unstoppable competitor. But getting that fateful letter in the mail can still hurt morale, impede productivity and delay strategic objectives. This article talks about what can trigger an audit and discusses what business owners should be ready to do in response. A sidebar looks at impending new audit rules for partnerships.
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Practical Perspectives: Key financial issues for you and your family – House buyers find that tax breaks begin at home
October / November 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 453
Abstract: This issue’s “Practical Perspectives” introduces Monty and Felice, who have bought a house after years of living as apartment dwellers. The couple wanted to get some specifics on how to grapple with the financial challenges of homeownership, so they sat down with their CPA, who explained how recent legislation offers two tax-saving opportunities: energy property upgrades and mortgage-related relief.
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Moneylines: News briefs for businesses
October / November 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 266
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder about a new federal rule regarding how to comply with overtime requirements, 2) the top concerns of supply chain managers, according to a study released earlier this year, and 3) a recent report revealing the rising concern about the role of vendors when it comes to cybersecurity.
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Respecting the risks of a 401(k) loan
October / November 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 661
Abstract: Even in moderately good economic times, a sizable 401(k) account can beckon when thoughts of a life-changing trip or prized new material possession come to mind. There’s no harm in thinking, but everyone should respect the risks of taking out a 401(k) loan. This article explores the terms and tax impact of such a loan, as well as the ins and outs of a hardship withdrawal.
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Year-end tax planning – Depreciation breaks take center spotlight
October / November 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1061
Abstract: As the year winds down, companies should start projecting their tax liability and determining what specific steps they can take to minimize it while maximizing cash flow. Taking the center spotlight in 2016 are depreciation-related tax breaks. This article explores the ins and outs of Sec. 179 expensing, bonus depreciation and the extended 15-year straight-line cost recovery period for qualified building improvements. A sidebar looks at the Work Opportunity credit.