259
Showing all 7 results
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Giving bad debts the business
November 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: When one of a company’s customers can’t pay up, the business may be able to claim a tax deduction for the “bad debt” under Internal Revenue Code Section 166. To successfully do so, however, the business owner must know how the tax code defines a partially or wholly worthless bad debt. This brief article provides the definition.
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Reconsidering your personal emergency fund
March 2021
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: When the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put the test. Now, presumably with the benefit of some hindsight, the financially savvy might want to reconsider their approach to saving. This brief article discusses some key points to keep in mind.
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Estate Planning Red Flag – You’re using an online form to draft your will
February / March 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: Today, one can do practically anything online that used to require face-to-face contact — and that includes downloading a form to write his or her will. This brief article discusses the downsides of a “do-it-yourself” will.
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Thoughts and musings on family budgeting
June 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: Simplicity is the key to a successful family budget. But every budget needs to cover all necessary items. This brief article provides food for thought on what to include in a family budget.
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Moneylines: News briefs for businesses
April / May 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder to review the business-tax provisions of the recently passed PATH Act, 2) encouraging progress on managers and employees attaining work-life balance, and 3) the persistent problem of businesses not learning about software failures until employees report the problems.
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Direct IRA contribution provision extended
March 2013
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: The American Taxpayer Relief Act of 2012 extended the IRA rules that allow taxpayers age 70½ or older, who have one or more IRAs and a desire to make charitable contributions, to receive tax-free treatment of distributions when they’re donated to charity. This brief article explains the details.
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Estate Planning Pitfall – You haven’t provided for the removal of a trustee
April / May 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 259
Abstract: When estate planning, most people put a great deal of thought into selecting the right trustees to carry out their wishes and protect their beneficiaries. But it’s also important to establish procedures for removing a trustee in the event that circumstances change. Failing to do so doesn’t mean beneficiaries will be stuck with an inadequate trustee. But they’ll have to petition a court to remove the trustee for cause, which can be an expensive, time-consuming and uncertain process. To avoid this, the trust agreement should include procedures for removing a trustee and include a list of successor trustees.