General & Family Business
Showing 193–208 of 1042 results
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Consider an SBA loan to grow your business
June / July 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 629
Abstract: When searching for small business funding, it’s a good idea to look into the loan programs offered by the U.S. Small Business Administration (SBA). The interest rates and terms can compare favorably with other types of loans. This article explains the basics of how a business can qualify for an SBA loan and provides some examples of the different types of programs available. It also notes that the SBA offers other loan programs geared to, for instance, export financing and veteran-owned businesses.
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Are all of your customers profitable for your business?
June / July 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 767
Abstract: Owners typically spend a lot of time and energy trying to attract customers to their businesses and keep them, while rarely asking whether those customers are actually desirable ones. This article points out that, while it may seem counterintuitive to intentionally let go of customers, sometimes doing so can create a healthier, more profitable company. The article notes several strategies for evaluating customer value, including tracking their purchase history and sorting them by profitability level.
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To have and to withhold – Avoiding surprises on your 2019 tax return
June / July 2019
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 879
Abstract: When the TCJA took effect at the beginning of 2018, the IRS updated the withholding tables employers use to determine how much money to withhold from employees’ paychecks. The new tables caused employers to withhold substantially less than they had in the past, which increased paycheck amounts. But this past tax filing season, many people were surprised to receive smaller refunds than they expected. This article advises that, if it’s necessary for employees to increase their withholding, it’s not a good idea for them to wait until the end of the year; it’s better to spread the additional withholding over as many paychecks as possible, so each paycheck bite will be smaller. A sidebar explains that there are better ways to save than to wait for a large annual refund.
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Rental real estate investors get guidance on pass-through deductions
Summer 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 553
Abstract: The IRS has provided welcome guidance to rental real estate investors seeking to take advantage of the new Section 199A “pass-through” deduction. Notice 2019-07 establishes a safe harbor under which qualifying rental real estate enterprises will be treated as a “trade or business” eligible for the deduction. This article explains the requirements for safe harbor and options available to investors who don’t meet the safe harbor requirements.
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Ownership structures – How should you own your vacation home?
Summer 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 632
Abstract: Given the unique aspects of vacation home ownership, a limited liability company (LLC) is often the best ownership structure from a management and tax standpoint. This article discusses some of the benefits of the LLC structure, including asset and creditor protection, estate and gift planning considerations, and more.
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Choosing an employee retirement plan
Summer 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 590
Abstract: Businesses offering their employees a retirement plan for the first time have some tried-and-true choices. This article spotlights four types of plans: traditional and Roth 401(k)s, Simplified Employee Pensions, and SIMPLE IRAs.
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Sales tax compliance after Wayfair – “Heads up!” to businesses delivering products or services out of state
Summer 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 794
Abstract: Since the U.S. Supreme Court’s landmark 2018 decision in South Dakota v. Wayfair, most states have enacted, begun enforcing or proposed “economic nexus” statutes. These statutes impose sales tax collection obligations on out-of-state sellers based on their economic activities in the state, regardless of whether they have a physical presence in that state. This article discusses the effects of Wayfair, including the concept of “nexus” and steps that businesses must take to comply with state laws.
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Tax calendar
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 222
Abstract: This calendar notes important tax deadlines for the second and third quarters of 2019.
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No surprises: Why you should check your tax bracket
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 359
Abstract: Many taxpayers learned some tough lessons upon completing their 2018 tax returns regarding the changes brought forth by the Tax Cuts and Jobs Act (TCJA). This brief article reviews the revisions to the tax brackets so readers can avoid unpleasant surprises next April.
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Could an FLP help your business succession plan?
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 436
Abstract: Often, the best time taxwise to start transferring ownership is long before the owner is ready to give up control of the business. This article explains how a family limited partnership can help owners enjoy the tax benefits of gradually transferring ownership yet allow them to retain control of the business.
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Be ready for anything with regular business valuations
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 541
Abstract: Whether it’s an impending ownership transfer or just a need to learn more about one’s company, every business owner needs to establish reasonable expectations of what a valuation provides. This article answers several insightful questions about the process and goes on to dig deeper into this important management tool.
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Estate planning portability lives on under the TCJA
Summer 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 653
Abstract: Portability allows a taxpayer’s estate to elect to permit his or her surviving spouse to use any available estate tax exclusion amount that’s unused at the taxpayer’s death. Fortunately, this functionality was preserved under the 2017 Tax Cuts and Jobs Act (TCJA). This article provides a brief history of the exclusion and explains how portability works in practice.
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Tax calendar
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 189
Abstract: This calendar notes important tax deadlines for the second quarter of 2019.
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Small business owners should double-check their tax returns
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 282
Abstract: Now more than ever, small business owners need to double-check their tax returns before filing. Why? Because many of the changes ushered in by the Tax Cuts and Jobs Act take effect with the 2018 tax year. This brief article notes some important revisions.
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Are income taxes taking a bite out of your trusts?
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 453
Abstract: Anyone whose estate plan includes one or more trusts should review them before filing an income tax return. And those who have already filed should look carefully at how their trusts were affected. This article explains that trusts can be subject to the highest tax rates and suggests three ways to soften the blow.
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Business vs. hobby: The tax rules have changed
Spring 2019
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 470
Abstract: The tax implications of earning money from an activity will vary depending on whether it is considered a hobby or business by the IRS. And the rules recently changed under the Tax Cuts and Jobs Act. This article reviews the hobby vs. business distinction and explains what’s new.