TBA
Showing 401–416 of 664 results
-
5 tips for safe intrafamily loans
September 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 481
Abstract: If a relative needs financial help, offering an intrafamily loan might seem like a good idea. But if not properly executed, such loans can carry substantial negative tax consequences. This article presents five simple steps that would-be lenders should consider before making such an arrangement.
-
AMT awareness: Be ready for anything
September 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 563
Abstract: When it comes to tax planning, everyone needs to be ready for anything. For example, many taxpayers may not know whether they’re likely to be subject to the AMT. This article explains the purpose of this alternative tax system and offers some steps that may help minimize liability. A sidebar looks at factors that may trigger the AMT.
-
Heads up! Itemized deductions may be ahead
August 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 215
Abstract: Year end may seem far away, but now’s a good time for taxpayers to start looking ahead to what itemized deductions they may be able to claim for the 2016 tax year. This brief article provides a list of selected deduction and exclusion items to consider.
-
How to assess the impact of a child’s investment income
August 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 340
Abstract: When they’re old enough to understand the concepts, some children start investing in the markets. Parents helping a son or daughter learn the risks and benefits of investments should also learn about the tax impact. This article explains how a child’s investment is typically taxed and a simplified approach to managing the resulting liability.
-
Are you sure you want to take that 401(k) loan?
August 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 485
Abstract: Many people are tempted to take out a loan from their 401(k) plan. But these loans hinder the purpose of the account and may trigger dire tax consequences. This article explains the pros and cons of the idea.
-
Know your options for business interest transfers
August 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 598
Abstract: Business owners should always know their options when it comes to their company and its relation to their estate plans. This article looks at two commonly chosen vehicles for transferring ownership interests in a business: GRATs and IDGTs. A sidebar offers four more options to consider, including outright gifts and family limited partnerships.
-
Tax calendar
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 209
Abstract: This article notes several important tax deadlines for the third quarter of 2016.
-
Getting comfortable with the home office deduction
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 295
Abstract: For those who have a home office, it’s a good idea to get comfortable with the home office tax deduction. This brief article describes two common methods for calculating this tax break and how to qualify in the first place.
-
Marriage penalty leaves many (but not all) newlyweds singing a sad tune
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 467
Abstract: Matrimony can create a variety of unexpected tax challenges for couples. And it all begins with the ominously named “marriage penalty.” This article examines this penalty as well as some tax-saving opportunities for married couples.
-
Know your customers before you extend credit
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 536
Abstract: Many companies risk danger in overly relying on a few customers that might abuse their credit to the point where the company’s cash flow is dramatically impacted. To guard against this, every business should assess customers’ creditworthiness before getting too deeply involved. This article offers several ways to do so.
-
Have a household employee? Be sure to follow the tax rules
July 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 628
Abstract: Many families hire people to work in their homes, such as nannies, housekeepers, cooks, gardeners and health care workers. Those who employ a domestic worker must follow the tax rules. This article looks at applicable taxes, such as Social Security, Medicare, unemployment and federal income.
-
Summer camp costs may brighten your tax return
June 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 255
Abstract: As the month of June arrives, summer day camp is rapidly approaching for many families. And day camp expenses can qualify for the child and dependent care credit. This brief article describes this potentially valuable tax break.
-
Organizing your financial records for best results
June 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 518
Abstract: With tax time long over and midyear officially here, it’s a great time to get financial records organized. This article explains how to make a list of important records and then go about establishing a strong organizational system. A sidebar also explains how to create an emergency checklist to cope with calamity.
-
Business owners, is it time for Section 199?
June 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 410
Abstract: The Section 199 tax deduction was first introduced with the American Jobs Creation Act of 2004. It remains potentially available to many types of businesses. This article explains how the deduction works and offers an example of the tax break in action.
-
Beware the transfer-for-value rule when dealing with life insurance
June 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 491
Abstract: To keep a life insurance policy out of one’s taxable estate, or to achieve other planning goals, it may make sense to transfer the policy. But income tax traps exist. This article looks at one such trap: the transfer-for-value rule.
-
Need a do-over? Amend your tax return
May 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 221
Abstract: Many taxpayers feel a sense of relief after filing their tax returns. But that feeling can turn sour if, soon after, one realizes that a key detail has been overlooked or additional information that should have been included in the return is received. This brief article covers the process of amending a tax return.