TBA
Showing 449–464 of 664 results
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Time to start year end tax planning
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 801
Abstract: As the end of the year approaches, it’s important for taxpayers to address a number of issues they may face. How much money should be set aside next year in a 401(k) or FSA? What securities should be sold to offset gains? And how might the additional Medicare tax, net investment income tax, and alternative minimum tax come into play? This article discusses these and other tax planning questions.
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Tax calendar
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 218
Abstract: This article offers key tax reporting deadlines for businesses and individuals for the final quarter of 2015.
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Shared equity financing arrangements for home ownership
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 629
Abstract: Adult children may be able to acquire a more expensive home than they might otherwise afford by using a shared equity financing arrangement, under which parents or other relatives share in the purchase and cost of maintaining a house used by the children as a principal residence. This article explains how the arrangement works and discusses the tax implications.
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Due-date changes for partnership and C corporation returns
October 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 309
Abstract: On July 31, 2015, the Highway Act was signed into law, providing a three-month extension of the general expenditure authority for the Highway Trust Fund. Part of this extension was paid for by changes to tax compliance provisions, the most significant of which is a change to the longstanding due date for C corporation [Form 1120 (“U.S. Corporation Income Tax Return”)] and partnership [Form 1065 (“U.S. Return of Partnership Income”)] returns. This article notes these forms’ due dates, beginning with 2016 returns.
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Supreme Court legalizes same-sex marriages in all states
September 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 367
Abstract: In late June, the Supreme Court determined that same-sex couples can exercise the fundamental right to marry in all states and that there is no lawful basis for a state to refuse to recognize a lawful same-sex marriage performed in another state. This article describes the decision’s impact on many same-sex couples in regard to state taxation, estate planning, and a wide variety of legal rights. However, it notes that the ruling doesn’t apply to forms of same-sex partnerships other than legal marriage.
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Planning to avoid or minimize the 3.8% net investment income tax
September 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 608
Abstract: The net investment income tax, or NIIT, is a 3.8% surtax on investment income collected from higher-income individuals. It first took effect in 2013. This article explains the NIIT’s basics, how to determine exposure to it, and strategies for avoiding or minimizing such exposure.
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Maximizing FDIC insurance coverage of bank deposits
September 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 569
Abstract: The FDIC has provided deposit insurance coverage to depositors of insured banks since 1933. This protection is especially important to those investors who tend to be invested heavily in cash and who are dependent on these accounts to cover living expenses. This article discusses the types of deposits protected, the amount of coverage available, and maximization of FDIC insurance coverage.
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Boosting retirement savings with a one-person 401(k) plan
September 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 405
Abstract: One-person 401(k) plans can provide a valuable source of retirement savings for successful entrepreneurs. This article offers an example of how such a plan works, while noting the role of a standard 401(k) for other employees.
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Tips for deducting losses from a disaster
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 335
Abstract: Damage to one’s home or personal property may be deductible on the federal income tax return. This article offers some things to know about deducting casualty losses.
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The many benefits of a Health Savings Account (HSA)
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 474
Abstract: A Health Savings Account represents an opportunity for eligible individuals to lower their out-of-pocket health care costs and federal tax bill. This article describes how an HSA works, who is eligible, and how it compares with a Flexible Spending Account.
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The importance of updating beneficiary designations
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 465
Abstract: This article looks at a Supreme Court case involving a beneficiary designation. When a man divorced his wife, she waived her rights to benefits under his employer-sponsored retirement plans. However, he never got around to changing his beneficiary designation form with his employer. Accordingly, after his death, the money went to her instead of his estate, in spite of the divorce decree.
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Selecting the appropriate entity for your business
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 355
Abstract: A principal consideration for any business, whether new or existing, is choosing an appropriate legal entity. This article looks at the variety of options available, each with its various advantages and disadvantages. A variety of issues should be considered, for each entity selection situation is unique.
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Double duty giving with charitable gift annuities
August 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 306
Abstract: A charitable gift annuity can combine the benefits of an immediate income tax deduction and a lifetime income stream. Also, this article notes that one’s future taxable estate will be reduced for the remainder value of the property transferred to the charity.
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Tax calendar
July 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 209
Abstract: This article notes some important tax deadlines for July through September.
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Summer time is a good time to start planning and organizing your taxes
July 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 478
Abstract: Starting tax planning in the summer is a good way to avoid a tax surprise when filing next year. Also, it’s a good time to set up a system to keep tax records safe and easy to find. This article provides some tips to help get a leg up on next year’s taxes.
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Rollovers from qualified plans to IRAs
July 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 303
Abstract: Employees who quit or retire will often have to decide whether to leave their qualified retirement plan account (e.g., 401(k) account) alone or to roll it over to an IRA. The answer, of course, depends on the individual’s specific circumstances. This article looks at some general pros and cons to consider, involving such issues as investment choices and creditor protection.