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Estate Planning Red Flag – You’re drafting your own estate planning documents
September / October 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: There’s no shortage of online do-it-yourself (DIY) tools that promise to help one create an “estate plan.” But while these tools can generate wills, trusts and other documents relatively cheaply, they can be risky except in the simplest cases. This brief article details the pitfalls of DIY estate planning.
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Estate Planning Red Flag – A significant portion of your wealth is concentrated in a single stock
September / October 2017
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if a person has some wealth to transfer to the next generation. One of the most effective strategies for reducing the investment risk is to diversify the holdings. But it’s not unusual for affluent people to end up with a significant portion of their wealth concentrated in one or two stocks. This brief article explains why this can be problematic.
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When is it best to claim Social Security? Online “claiming strategy” tools to help your employees
April / May 2017
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: Employees’ retirement timing decisions will depend on a variety of factors, including their accumulated vested assets in an employee benefit plan. Another key variable is Social Security. But the Social Security benefit “claiming strategy” that’s best for them isn’t always an easy calculation. This brief article highlights online Social Security benefit calculators that can help.
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Be on time with your electronic federal tax deposits
Year End 2011
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: As of Jan. 1, 2011, the IRS no longer accepts federal tax deposit coupons and it requires taxpayers to submit the deposits electronically. This affects many qualified retirement plans. This brief article explains how to enroll in the electronic program and the importance of making timely deposits.
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Moneylines: News briefs for businesses
August / September 2011
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: This issue’s “Moneylines” takes a look at a survey finding a decline in the collective health of U.S. workers with employer-sponsored health care insurance; increased IRS scrutiny of the wealthy; and growing optimism among owners of midsize companies regarding hiring and revenue and profit growth.
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Construction Law Quickcase – Solis v. Summit Contractors – OSHA says subcontractor safety is general contractor’s problem
September / October 2009
Newsletter: Construction Law Briefing
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: A contractor protested when OSHA issued it a violation for safety infractions committed by its subcontractor — even though everyone involved agreed that the latter’s violations didn’t present any danger to the general contractor’s supervisors on site. The outcome shows that general contractors must ensure that all subcontractors rigorously follow OSHA requirements.
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Auditing standards provide rules for the dating game
January / February 2008
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 333
Abstract: This short article discusses the requirements of the Auditing Standards Board’s Statement No. 103, Audit Documentation, which requires auditors to date financial statements when “sufficient appropriate audit evidence” has been obtained to support financial statement opinions.